+482.2%
KORU vs JBHT
+89.9%
+392.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.8% | +10.6% | +10.8% |
| 7D | +13.0% | +4.9% | +8.1% | +8.6% |
| 30D | +27.3% | +0.6% | +26.7% | +29.4% |
| 3M | -55.3% | -3.2% | -52.1% | -53.6% |
| 6M | +11.6% | +17.0% | -5.3% | -2.7% |
| YTD | +158.5% | +41.7% | +116.9% | +107.7% |
| 1Y | +482.2% | +90.0% | +392.2% | +315.0% |
| All | +482.2% | +89.9% | +392.2% | +315.0% |
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