+27.1%
KORU vs IBKR
+2,716.9%
-2,689.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.2% | +6.8% | +6.8% |
| 7D | -1.7% | -1.3% | -0.4% | -0.2% |
| 30D | +13.5% | -0.2% | +13.8% | +15.4% |
| 3M | -45.2% | +3.0% | -48.2% | -44.4% |
| 6M | +17.1% | +33.9% | -16.7% | +3.2% |
| YTD | +154.1% | +42.5% | +111.6% | +117.4% |
| 1Y | +375.7% | +44.9% | +330.8% | +305.3% |
| 3Y | +474.0% | +293.0% | +181.0% | +90.1% |
| 5Y | +60.4% | +497.7% | -437.2% | -64.5% |
| 10Y | +82.6% | +1,004.4% | -921.8% | -72.3% |
| All | +27.1% | +2,716.9% | -2,689.8% | -86.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling