-13.1%
KR vs RACE
-13.6%
+0.5%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.9% |
| 7D | -2.7% | -2.2% | -0.4% | -2.7% |
| 30D | +1.9% | -0.4% | +2.3% | +1.9% |
| 3M | -11.0% | +17.9% | -29.0% | -10.9% |
| 6M | -20.2% | +19.3% | -39.5% | -19.9% |
| YTD | -7.3% | +11.9% | -19.1% | -6.8% |
| 1Y | -13.1% | -12.7% | -0.4% | -11.6% |
| All | -13.1% | -13.6% | +0.5% | -11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling