+151.0%
KR vs RACE
+729.2%
-578.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | 0.0% | +1.4% |
| 7D | +4.6% | -1.2% | +5.8% | +4.6% |
| 30D | +12.2% | +6.1% | +6.1% | +12.0% |
| 3M | +24.6% | -0.3% | +24.8% | +24.5% |
| 6M | +8.2% | +23.4% | -15.2% | +7.2% |
| YTD | +15.3% | +12.5% | +2.7% | +14.6% |
| 1Y | +9.8% | -0.5% | +10.2% | +9.7% |
| 3Y | +71.4% | +23.6% | +47.7% | +67.7% |
| 5Y | +85.1% | +65.4% | +19.6% | +76.1% |
| All | +151.0% | +729.2% | -578.2% | +90.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling