+22.5%
KORU vs JCI
+27.0%
-4.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.3% | +1.0% | +10.2% |
| 7D | -24.3% | -10.7% | -13.6% | +0.5% |
| 30D | -54.2% | -10.4% | -43.8% | -38.1% |
| 3M | -45.4% | -8.3% | -37.2% | -28.5% |
| 6M | -66.5% | -2.1% | -64.3% | -55.9% |
| YTD | +14.9% | +18.4% | -3.5% | +40.6% |
| 1Y | +22.5% | +27.7% | -5.1% | +42.9% |
| All | +22.5% | +27.0% | -4.5% | +42.9% |
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