+482.2%
KORU vs RCAT
-2.3%
+484.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.0% | +15.4% | +14.3% |
| 7D | +13.0% | -1.4% | +14.4% | +13.7% |
| 30D | +27.3% | -3.3% | +30.6% | +27.6% |
| 3M | -55.3% | -43.2% | -12.1% | -43.8% |
| 6M | +11.6% | -43.2% | +54.8% | +36.4% |
| YTD | +158.5% | +5.5% | +153.0% | +172.1% |
| 1Y | +482.2% | -1.6% | +483.8% | +510.7% |
| All | +482.2% | -2.3% | +484.5% | +510.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 1y: compounded portfolio wealth divided by compounded RCAT 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…
1y analysis · Full analysis span regression · 6 months rolling