+91.6%
KORU vs RACE
+783.2%
-691.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.6% |
| 7D | +20.1% | -2.6% | +22.7% | +23.6% |
| 30D | +47.5% | -1.1% | +48.6% | +50.2% |
| 3M | -30.1% | +12.5% | -42.6% | -38.7% |
| 6M | +20.1% | +17.4% | +2.7% | +2.8% |
| YTD | +166.6% | +10.1% | +156.5% | +143.0% |
| 1Y | +458.9% | -15.1% | +474.1% | +562.7% |
| 3Y | +531.8% | +38.9% | +492.8% | +281.6% |
| 5Y | +67.7% | +90.7% | -23.0% | -27.6% |
| 10Y | +91.6% | +801.8% | -710.3% | -81.3% |
| All | +91.6% | +783.2% | -691.6% | -81.3% |
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