+27.1%
KORU vs JHX
+267.6%
-240.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.0% | +8.0% | +8.1% |
| 7D | -1.7% | -6.3% | +4.6% | +4.0% |
| 30D | +13.5% | -7.7% | +21.3% | +23.0% |
| 3M | -45.2% | +19.2% | -64.4% | -51.6% |
| 6M | +17.1% | +38.3% | -21.1% | -0.9% |
| YTD | +154.1% | +37.2% | +116.9% | +121.4% |
| 1Y | +375.7% | +42.3% | +333.4% | +289.9% |
| 3Y | +474.0% | -4.4% | +478.4% | +421.5% |
| 5Y | +60.4% | -26.4% | +86.8% | +82.0% |
| 10Y | +82.6% | +106.3% | -23.6% | -12.8% |
| All | +27.1% | +267.6% | -240.5% | -57.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling