+67.7%
KORU vs IONS
+52.5%
+15.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +2.0% |
| 7D | +20.1% | -8.7% | +28.8% | +24.3% |
| 30D | +47.5% | -1.6% | +49.1% | +47.6% |
| 3M | -30.1% | -24.9% | -5.2% | -24.3% |
| 6M | +20.1% | -25.7% | +45.8% | +31.7% |
| YTD | +166.6% | -29.2% | +195.8% | +200.7% |
| 1Y | +458.9% | -13.0% | +472.0% | +478.8% |
| 3Y | +531.8% | +35.9% | +495.8% | +396.3% |
| 5Y | +67.7% | +54.5% | +13.2% | +25.3% |
| All | +67.7% | +52.5% | +15.2% | +25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling