+56.9%
KORU vs JOBY
-32.0%
+89.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.3% | +7.7% | +8.4% |
| 7D | -1.7% | -5.2% | +3.5% | +0.6% |
| 30D | +13.5% | -19.7% | +33.3% | +25.3% |
| 3M | -45.2% | -31.7% | -13.5% | -33.1% |
| 6M | +17.1% | -37.5% | +54.7% | +58.7% |
| YTD | +154.1% | -51.6% | +205.7% | +273.7% |
| 1Y | +375.7% | -53.3% | +429.0% | +595.8% |
| 3Y | +474.0% | -12.2% | +486.2% | +509.8% |
| All | +56.9% | -32.0% | +89.0% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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