+474.0%
KORU vs JHX
-4.5%
+478.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.0% | +8.0% | +8.2% |
| 7D | -1.7% | -6.3% | +4.6% | +3.3% |
| 30D | +13.5% | -7.7% | +21.3% | +21.8% |
| 3M | -45.2% | +19.2% | -64.4% | -50.5% |
| 6M | +17.1% | +38.3% | -21.1% | +1.2% |
| YTD | +154.1% | +37.2% | +116.9% | +125.7% |
| 1Y | +375.7% | +42.3% | +333.4% | +309.4% |
| 3Y | +474.0% | -4.4% | +478.4% | +481.0% |
| All | +474.0% | -4.5% | +478.5% | +481.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling