+482.2%
KORU vs IOT
+14.9%
+467.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +3.7% | +9.7% | +13.6% |
| 7D | +13.0% | -2.3% | +15.3% | +12.8% |
| 30D | +27.3% | +3.8% | +23.5% | +27.5% |
| 3M | -55.3% | +14.2% | -69.5% | -55.0% |
| 6M | +11.6% | +40.1% | -28.5% | +6.2% |
| YTD | +158.5% | +13.4% | +145.1% | +162.5% |
| 1Y | +482.2% | +12.2% | +470.0% | +525.5% |
| All | +482.2% | +14.9% | +467.3% | +525.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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