+474.0%
KORU vs JCI
+165.4%
+308.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.2% | +6.7% | +5.6% |
| 7D | -1.7% | +0.7% | -2.4% | -2.4% |
| 30D | +13.5% | -4.4% | +18.0% | +22.4% |
| 3M | -45.2% | +1.7% | -46.9% | -41.9% |
| 6M | +17.1% | +8.8% | +8.3% | +23.2% |
| YTD | +154.1% | +22.6% | +131.5% | +142.2% |
| 1Y | +375.7% | +36.2% | +339.5% | +308.7% |
| 3Y | +474.0% | +168.0% | +306.0% | +132.9% |
| All | +474.0% | +165.4% | +308.7% | +132.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling