+474.0%
KORU vs JBL
+195.4%
+278.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +5.0% | +3.9% | +2.7% |
| 7D | -1.7% | +2.4% | -4.1% | -4.0% |
| 30D | +13.5% | -13.1% | +26.6% | +38.3% |
| 3M | -45.2% | -15.6% | -29.6% | -26.2% |
| 6M | +17.1% | +24.6% | -7.4% | +25.1% |
| YTD | +154.1% | +39.6% | +114.5% | +153.7% |
| 1Y | +375.7% | +48.6% | +327.1% | +356.0% |
| 3Y | +474.0% | +197.3% | +276.8% | +250.8% |
| All | +474.0% | +195.4% | +278.6% | +250.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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