+98.5%
KORU vs IOT
+55.2%
+43.3%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.7% | +5.2% | +2.8% |
| 7D | +20.1% | +5.1% | +15.0% | +18.2% |
| 30D | +47.5% | -3.0% | +50.5% | +48.2% |
| 3M | -30.1% | +15.0% | -45.0% | -36.8% |
| 6M | +20.1% | +13.1% | +7.0% | +8.1% |
| YTD | +166.6% | +9.0% | +157.6% | +137.9% |
| 1Y | +458.9% | +0.1% | +458.8% | +417.8% |
| 3Y | +531.8% | +26.4% | +505.3% | +393.6% |
| All | +98.5% | +55.2% | +43.3% | +19.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling