+474.0%
KORU vs JBLU
-15.7%
+489.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.7% | +8.9% |
| 7D | -1.7% | -5.0% | +3.3% | +0.3% |
| 30D | +13.5% | -23.9% | +37.4% | +26.8% |
| 3M | -45.2% | -11.6% | -33.6% | -42.9% |
| 6M | +17.1% | -0.2% | +17.4% | +18.8% |
| YTD | +154.1% | -3.3% | +157.4% | +159.6% |
| 1Y | +375.7% | -15.4% | +391.1% | +401.7% |
| 3Y | +474.0% | -14.7% | +488.7% | +375.5% |
| All | +474.0% | -15.7% | +489.7% | +375.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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