+33.3%
KORU vs JBL
+1,843.5%
-1,810.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.8% |
| 7D | +20.1% | +4.0% | +16.1% | +15.3% |
| 30D | +47.5% | -7.5% | +55.0% | +64.2% |
| 3M | -30.1% | -14.1% | -16.0% | -7.6% |
| 6M | +20.1% | +25.9% | -5.7% | +21.7% |
| YTD | +166.6% | +36.7% | +129.9% | +154.2% |
| 1Y | +458.9% | +49.0% | +409.9% | +392.0% |
| 3Y | +531.8% | +191.8% | +340.0% | +159.9% |
| 5Y | +67.7% | +409.8% | -342.1% | -59.4% |
| 10Y | +91.6% | +1,509.2% | -1,417.7% | -80.4% |
| All | +33.3% | +1,843.5% | -1,810.2% | -89.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling