+22.5%
KORU vs JD
-9.8%
+32.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.0% | -8.3% | -6.4% |
| 7D | -24.3% | +9.0% | -33.3% | -26.9% |
| 30D | -54.2% | +5.2% | -59.4% | -55.2% |
| 3M | -45.4% | -15.9% | -29.6% | -40.6% |
| 6M | -66.5% | -7.7% | -58.8% | -65.9% |
| YTD | +14.9% | +0.1% | +14.8% | +6.7% |
| 1Y | +22.5% | -9.7% | +32.3% | +20.2% |
| All | +22.5% | -9.8% | +32.3% | +20.2% |
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