-20.7%
KORU vs RCAT
-99.8%
+79.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.4% | -2.0% | -5.3% |
| 7D | +11.1% | -5.9% | +17.1% | +11.3% |
| 30D | -40.6% | -19.7% | -20.9% | -40.2% |
| 3M | -63.9% | -62.9% | -1.0% | -63.1% |
| 6M | -82.8% | -59.6% | -23.2% | -82.4% |
| YTD | -15.4% | -52.1% | +36.7% | -13.7% |
| 1Y | -3.3% | -50.9% | +47.6% | -1.4% |
| 3Y | +136.2% | +333.8% | -197.6% | +134.4% |
| 5Y | -36.7% | +40.7% | -77.5% | -36.9% |
| All | -20.7% | -99.8% | +79.1% | -9.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling