+51.2%
JNJ vs KORU
+20.3%
+30.9%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -5.3% | +9.1% | +3.7% |
| 7D | +1.9% | -24.3% | +26.3% | +1.3% |
| 30D | +9.2% | -54.2% | +63.5% | +7.5% |
| 3M | +8.9% | -45.4% | +54.4% | +8.0% |
| 6M | +24.6% | -66.5% | +91.0% | +21.8% |
| YTD | +35.7% | +14.9% | +20.8% | +33.0% |
| 1Y | +51.2% | +22.5% | +28.7% | +48.6% |
| All | +51.2% | +20.3% | +30.9% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 KORU 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