+57.9%
KORU vs RACE
+92.4%
-34.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.8% |
| 7D | +24.3% | -1.0% | +25.3% | +25.5% |
| 30D | +37.3% | -1.5% | +38.9% | +40.7% |
| 3M | -32.8% | +15.5% | -48.3% | -42.8% |
| 6M | +36.9% | +17.3% | +19.6% | +17.1% |
| YTD | +162.6% | +11.1% | +151.5% | +137.0% |
| 1Y | +467.0% | -14.3% | +481.3% | +563.5% |
| 3Y | +522.4% | +40.2% | +482.2% | +232.2% |
| 5Y | +57.9% | +92.6% | -34.7% | -48.8% |
| All | +57.9% | +92.4% | -34.6% | -48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling