+22.5%
KORU vs JHX
+44.7%
-22.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +8.3% | -13.6% | -16.8% |
| 7D | -24.3% | +13.3% | -37.6% | -38.6% |
| 30D | -54.2% | +17.1% | -71.4% | -65.7% |
| 3M | -45.4% | +4.1% | -49.5% | -50.3% |
| 6M | -66.5% | +48.5% | -114.9% | -81.5% |
| YTD | +14.9% | +42.3% | -27.4% | -23.7% |
| 1Y | +22.5% | +47.4% | -24.8% | -19.5% |
| All | +22.5% | +44.7% | -22.2% | -19.5% |
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