+482.2%
KORU vs JD
-5.6%
+487.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.9% | +11.6% | +12.3% |
| 7D | +13.0% | -1.7% | +14.7% | +14.3% |
| 30D | +27.3% | -13.2% | +40.4% | +37.5% |
| 3M | -55.3% | -3.2% | -52.1% | -56.1% |
| 6M | +11.6% | +15.2% | -3.6% | -8.2% |
| YTD | +158.5% | +2.0% | +156.6% | +141.8% |
| 1Y | +482.2% | -5.4% | +487.5% | +538.1% |
| All | +482.2% | -5.6% | +487.8% | +538.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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