+67.7%
KORU vs RCAT
+184.3%
-116.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.5% | +8.0% | +2.7% |
| 7D | +20.1% | -2.3% | +22.4% | +20.5% |
| 30D | +47.5% | -18.7% | +66.2% | +52.8% |
| 3M | -30.1% | -29.3% | -0.8% | -24.7% |
| 6M | +20.1% | -42.3% | +62.5% | +33.8% |
| YTD | +166.6% | +2.5% | +164.1% | +171.9% |
| 1Y | +458.9% | -5.7% | +464.6% | +465.8% |
| 3Y | +531.8% | +764.9% | -233.1% | +358.7% |
| 5Y | +67.7% | +182.3% | -114.6% | +28.5% |
| All | +67.7% | +184.3% | -116.6% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling