+56.9%
KORU vs IBKR
+495.5%
-438.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.2% | +6.8% | +6.6% |
| 7D | -1.7% | -1.3% | -0.4% | -0.1% |
| 30D | +13.5% | -0.2% | +13.8% | +15.5% |
| 3M | -45.2% | +3.0% | -48.2% | -44.4% |
| 6M | +17.1% | +33.9% | -16.7% | +2.9% |
| YTD | +154.1% | +42.5% | +111.6% | +117.7% |
| 1Y | +375.7% | +44.9% | +330.8% | +307.3% |
| 3Y | +474.0% | +293.0% | +181.0% | +105.1% |
| All | +56.9% | +495.5% | -438.5% | -63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IBKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling