+82.9%
KORU vs IBN
+324.2%
-241.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.9% | +7.1% | +7.0% |
| 7D | -1.7% | -3.0% | +1.3% | +1.5% |
| 30D | +13.5% | -1.5% | +15.0% | +15.1% |
| 3M | -45.2% | +7.9% | -53.1% | -49.5% |
| 6M | +17.1% | +8.6% | +8.5% | +11.7% |
| YTD | +154.1% | -0.6% | +154.7% | +164.9% |
| 1Y | +375.7% | -7.3% | +383.0% | +426.0% |
| 3Y | +474.0% | +26.2% | +447.8% | +362.1% |
| 5Y | +60.4% | +57.8% | +2.6% | +7.3% |
| All | +82.9% | +324.2% | -241.3% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling