+47.2%
KORU vs JCI
+105.2%
-58.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.5% | -11.1% | -10.5% |
| 7D | +2.3% | +0.4% | +1.9% | +2.2% |
| 30D | +20.0% | -7.7% | +27.7% | +34.5% |
| 3M | -32.7% | +2.8% | -35.5% | -29.0% |
| 6M | +13.3% | +7.2% | +6.1% | +21.6% |
| YTD | +133.2% | +20.0% | +113.3% | +123.7% |
| 1Y | +357.3% | +33.3% | +324.0% | +289.7% |
| 3Y | +452.7% | +161.3% | +291.3% | +108.5% |
| 5Y | +47.2% | +108.8% | -61.6% | -30.2% |
| All | +47.2% | +105.2% | -58.0% | -30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling