+33.3%
KORU vs JCI
+550.9%
-517.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +2.8% |
| 7D | +20.1% | +4.1% | +16.0% | +14.2% |
| 30D | +47.5% | -3.8% | +51.3% | +55.6% |
| 3M | -30.1% | -1.6% | -28.4% | -22.3% |
| 6M | +20.1% | +9.5% | +10.6% | +24.7% |
| YTD | +166.6% | +21.7% | +144.9% | +145.4% |
| 1Y | +458.9% | +37.1% | +421.8% | +344.4% |
| 3Y | +531.8% | +165.2% | +366.6% | +113.6% |
| 5Y | +67.7% | +110.3% | -42.6% | -22.5% |
| 10Y | +91.6% | +341.0% | -249.4% | -64.3% |
| All | +33.3% | +550.9% | -517.5% | -82.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling