+16.1%
JPM vs KORU
+20.3%
-4.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -5.3% | +9.4% | +4.3% |
| 7D | +3.8% | -24.3% | +28.1% | +4.2% |
| 30D | +6.5% | -54.2% | +60.7% | +7.8% |
| 3M | -1.0% | -45.4% | +44.4% | -0.4% |
| 6M | +15.5% | -66.5% | +82.0% | +12.7% |
| YTD | +11.4% | +14.9% | -3.5% | -1.5% |
| 1Y | +16.1% | +22.5% | -6.5% | +2.2% |
| All | +16.1% | +20.3% | -4.3% | +2.2% |
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