+22.5%
KORU vs JBHT
+34.8%
-12.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.1% | -6.3% | -6.4% |
| 7D | -24.3% | +1.7% | -26.0% | -25.6% |
| 30D | -54.2% | -1.2% | -53.0% | -54.3% |
| 3M | -45.4% | -17.1% | -28.3% | -33.0% |
| 6M | -66.5% | -4.4% | -62.1% | -66.7% |
| YTD | +14.9% | +17.5% | -2.6% | -9.1% |
| 1Y | +22.5% | +32.6% | -10.1% | -7.7% |
| All | +22.5% | +34.8% | -12.3% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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