+80.0%
KR vs RACE
+69.7%
+10.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.6% | +0.9% |
| 7D | +2.7% | +0.2% | +2.4% | +2.7% |
| 30D | +11.3% | +6.6% | +4.7% | +11.2% |
| 3M | +22.3% | +2.2% | +20.1% | +22.3% |
| 6M | +5.8% | +22.4% | -16.6% | +5.7% |
| YTD | +11.7% | +13.8% | -2.1% | +11.7% |
| 1Y | +8.9% | +2.2% | +6.6% | +9.0% |
| 3Y | +67.1% | +25.6% | +41.5% | +64.6% |
| 5Y | +80.0% | +71.0% | +9.0% | +69.1% |
| All | +80.0% | +69.7% | +10.4% | +69.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling