+482.2%
KORU vs IONS
-2.1%
+484.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.1% | +13.5% | +13.5% |
| 7D | +13.0% | -4.8% | +17.8% | +15.3% |
| 30D | +27.3% | +7.2% | +20.1% | +22.3% |
| 3M | -55.3% | -22.7% | -32.6% | -54.6% |
| 6M | +11.6% | -26.9% | +38.5% | +19.0% |
| YTD | +158.5% | -26.6% | +185.1% | +178.5% |
| 1Y | +482.2% | -2.1% | +484.3% | +520.0% |
| All | +482.2% | -2.1% | +484.3% | +520.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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