-47.9%
JKS vs VOO
+75.9%
-123.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.3% |
| 7D | -4.2% | -2.0% | -2.2% | -1.7% |
| 30D | -29.9% | -1.7% | -28.3% | -28.4% |
| 3M | -27.5% | +4.7% | -32.2% | -31.5% |
| 6M | -50.1% | +12.6% | -62.6% | -56.5% |
| YTD | -51.0% | +11.8% | -62.7% | -56.8% |
| 1Y | -47.9% | +17.5% | -65.5% | -56.4% |
| All | -47.9% | +75.9% | -123.8% | -79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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