+493.2%
KORU vs IONS
+37.9%
+455.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +2.3% |
| 7D | +24.3% | -5.3% | +29.6% | +26.4% |
| 30D | +37.3% | +0.3% | +37.1% | +36.6% |
| 3M | -32.8% | -22.9% | -9.9% | -29.3% |
| 6M | +36.9% | -23.4% | +60.3% | +45.7% |
| YTD | +162.6% | -28.3% | +190.9% | +187.4% |
| 1Y | +467.0% | -7.0% | +474.1% | +474.0% |
| All | +493.2% | +37.9% | +455.2% | +431.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling