+65.2%
KORU vs JD
-59.9%
+125.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.6% | +2.7% |
| 7D | +24.3% | -0.8% | +25.1% | +24.9% |
| 30D | +37.3% | -16.0% | +53.4% | +49.8% |
| 3M | -32.8% | -3.2% | -29.6% | -33.5% |
| 6M | +36.9% | +6.1% | +30.9% | +30.4% |
| YTD | +162.6% | -0.1% | +162.7% | +159.9% |
| 1Y | +467.0% | -12.7% | +479.8% | +506.9% |
| 3Y | +522.4% | -6.3% | +528.7% | +499.5% |
| All | +65.2% | -59.9% | +125.1% | +130.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling