+30.3%
KR vs RACE
+39.3%
-9.0%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.4% |
| 7D | -1.3% | -1.0% | -0.2% | -1.3% |
| 30D | +1.5% | -1.5% | +3.1% | +1.5% |
| 3M | -8.5% | +15.5% | -24.0% | -8.1% |
| 6M | -21.9% | +17.3% | -39.2% | -21.4% |
| YTD | -6.9% | +11.1% | -18.0% | -6.4% |
| 1Y | -14.0% | -14.3% | +0.3% | -14.1% |
| 3Y | +30.3% | +40.2% | -9.9% | +32.4% |
| All | +30.3% | +39.3% | -9.0% | +32.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling