+120.8%
KR vs RACE
+783.2%
-662.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.3% |
| 7D | -3.1% | -2.6% | -0.4% | -3.0% |
| 30D | +0.6% | -1.1% | +1.7% | +0.6% |
| 3M | -9.8% | +12.5% | -22.3% | -10.2% |
| 6M | -22.1% | +17.4% | -39.6% | -22.7% |
| YTD | -8.1% | +10.1% | -18.2% | -8.6% |
| 1Y | -14.7% | -15.1% | +0.5% | -14.2% |
| 3Y | +28.6% | +38.9% | -10.4% | +24.8% |
| 5Y | +36.4% | +90.7% | -54.3% | +28.6% |
| 10Y | +120.8% | +801.8% | -681.1% | +82.6% |
| All | +120.8% | +783.2% | -662.4% | +82.6% |
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