+482.2%
KORU vs JHX
+56.2%
+425.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.6% | +10.9% | +9.9% |
| 7D | +13.0% | +1.5% | +11.5% | +11.1% |
| 30D | +27.3% | +7.2% | +20.1% | +17.1% |
| 3M | -55.3% | +29.9% | -85.2% | -66.8% |
| 6M | +11.6% | +35.4% | -23.8% | -24.3% |
| YTD | +158.5% | +46.5% | +112.1% | +82.5% |
| 1Y | +482.2% | +55.5% | +426.6% | +293.4% |
| All | +482.2% | +56.2% | +425.9% | +293.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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