-27.8%
KORU vs JBHT
+186.6%
-214.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.9% | -7.1% | -7.1% |
| 7D | -34.5% | +0.9% | -35.4% | -33.8% |
| 30D | -59.6% | -1.1% | -58.5% | -58.8% |
| 3M | -56.1% | -14.8% | -41.3% | -48.0% |
| 6M | -84.7% | -7.4% | -77.2% | -83.6% |
| YTD | -20.6% | +17.3% | -37.9% | -30.3% |
| 1Y | -13.9% | +35.3% | -49.2% | -34.0% |
| 3Y | +114.9% | +33.9% | +80.9% | +54.8% |
| 5Y | -36.0% | +22.5% | -58.5% | -48.5% |
| 10Y | -27.8% | +181.3% | -209.2% | -70.1% |
| All | -27.8% | +186.6% | -214.4% | -70.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling