+29.3%
KORU vs RCAT
-99.9%
+129.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.0% | +15.4% | +13.5% |
| 7D | +13.0% | -1.4% | +14.4% | +13.0% |
| 30D | +27.3% | -3.3% | +30.6% | +27.3% |
| 3M | -55.3% | -43.2% | -12.1% | -54.8% |
| 6M | +11.6% | -43.2% | +54.8% | +12.6% |
| YTD | +158.5% | +5.5% | +153.0% | +159.0% |
| 1Y | +482.2% | -1.6% | +483.8% | +483.0% |
| 3Y | +471.9% | +773.7% | -301.8% | +460.1% |
| 5Y | +41.1% | +187.6% | -146.5% | +38.7% |
| 10Y | +80.2% | -98.5% | +178.6% | +86.4% |
| All | +29.3% | -99.9% | +129.2% | +31.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling