+426.7%
KORU vs IBN
+25.1%
+401.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.6% | -11.9% | -11.8% |
| 7D | +2.3% | -5.5% | +7.8% | +9.0% |
| 30D | +20.0% | -3.4% | +23.4% | +24.5% |
| 3M | -32.7% | +8.7% | -41.4% | -39.0% |
| 6M | +13.3% | +3.7% | +9.6% | +9.9% |
| YTD | +133.2% | -2.4% | +135.6% | +139.1% |
| 1Y | +357.3% | -8.1% | +365.4% | +387.0% |
| All | +426.7% | +25.1% | +401.6% | +342.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling