+95.6%
KORU vs RACE
+647.6%
-552.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.9% | +15.3% | +15.6% |
| 7D | +13.0% | -2.5% | +15.5% | +16.3% |
| 30D | +27.3% | +0.8% | +26.5% | +26.9% |
| 3M | -55.3% | +17.2% | -72.4% | -62.0% |
| 6M | +11.6% | +13.6% | -2.0% | +0.2% |
| YTD | +158.5% | +12.2% | +146.3% | +132.3% |
| 1Y | +482.2% | -16.3% | +498.4% | +597.2% |
| 3Y | +471.9% | +36.4% | +435.5% | +271.7% |
| 5Y | +41.1% | +95.0% | -53.8% | -35.3% |
| 10Y | +80.2% | +813.2% | -733.1% | -77.0% |
| All | +95.6% | +647.6% | -552.0% | -76.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling