+482.2%
KORU vs INCY
+45.3%
+436.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.0% | +14.4% | +13.8% |
| 7D | +13.0% | +1.9% | +11.1% | +12.1% |
| 30D | +27.3% | +5.8% | +21.5% | +25.0% |
| 3M | -55.3% | +25.2% | -80.5% | -62.5% |
| 6M | +11.6% | +28.2% | -16.6% | -8.3% |
| YTD | +158.5% | +28.3% | +130.2% | +113.7% |
| 1Y | +482.2% | +48.3% | +433.8% | +358.0% |
| All | +482.2% | +45.3% | +436.9% | +358.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 1y: compounded portfolio wealth divided by compounded INCY 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…
1y analysis · Full analysis span regression · 6 months rolling