+482.2%
KORU vs JCI
+37.7%
+444.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.9% | +11.5% | +9.0% |
| 7D | +13.0% | +3.8% | +9.2% | +3.6% |
| 30D | +27.3% | -5.7% | +32.9% | +46.0% |
| 3M | -55.3% | -1.4% | -53.9% | -47.2% |
| 6M | +11.6% | +4.1% | +7.5% | +22.6% |
| YTD | +158.5% | +21.7% | +136.8% | +168.2% |
| 1Y | +482.2% | +36.1% | +446.0% | +449.5% |
| All | +482.2% | +37.7% | +444.5% | +449.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 1y: compounded portfolio wealth divided by compounded JCI 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…
1y analysis · Full analysis span regression · 6 months rolling