+31.4%
KORU vs IBN
+355.1%
-323.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.5% | +4.1% | +3.9% |
| 7D | +24.3% | -2.2% | +26.5% | +26.7% |
| 30D | +37.3% | -2.3% | +39.6% | +39.8% |
| 3M | -32.8% | +15.9% | -48.7% | -41.4% |
| 6M | +36.9% | +5.6% | +31.3% | +34.2% |
| YTD | +162.6% | -0.1% | +162.7% | +171.8% |
| 1Y | +467.0% | -6.5% | +473.6% | +516.8% |
| 3Y | +522.4% | +29.3% | +493.1% | +406.2% |
| 5Y | +57.9% | +56.6% | +1.3% | +12.9% |
| 10Y | +70.8% | +314.4% | -243.6% | -37.7% |
| All | +31.4% | +355.1% | -323.8% | -55.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling