+485.3%
KORU vs JBHT
+47.5%
+437.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.8% | +10.6% | +11.0% |
| 7D | +13.0% | +4.9% | +8.1% | +8.9% |
| 30D | +27.3% | +0.6% | +26.7% | +29.2% |
| 3M | -55.3% | -3.2% | -52.1% | -53.7% |
| 6M | +11.6% | +17.0% | -5.3% | -0.1% |
| YTD | +158.5% | +41.7% | +116.9% | +102.8% |
| 1Y | +482.2% | +90.0% | +392.2% | +267.1% |
| All | +485.3% | +47.5% | +437.8% | +298.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling