-27.8%
KORU vs RACE
+740.2%
-768.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.8% | -5.5% | -5.3% |
| 7D | -34.5% | +0.2% | -34.7% | -34.0% |
| 30D | -59.6% | +6.6% | -66.2% | -62.4% |
| 3M | -56.1% | +2.2% | -58.3% | -56.6% |
| 6M | -84.7% | +22.4% | -107.1% | -87.8% |
| YTD | -20.6% | +13.8% | -34.4% | -29.8% |
| 1Y | -13.9% | +2.2% | -16.1% | -14.1% |
| 3Y | +114.9% | +25.6% | +89.2% | +48.8% |
| 5Y | -36.0% | +71.0% | -107.0% | -68.2% |
| 10Y | -27.8% | +739.1% | -766.9% | -91.3% |
| All | -27.8% | +740.2% | -768.0% | -91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling