+331.1%
ACGL vs RACE
+740.1%
-409.0%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.5% | -1.5% | -2.5% |
| 7D | +0.9% | +5.1% | -4.2% | -0.6% |
| 30D | +13.7% | +7.7% | +6.0% | +11.2% |
| 3M | +8.0% | +2.2% | +5.9% | +7.1% |
| 6M | +13.3% | +23.8% | -10.5% | +5.2% |
| YTD | +11.8% | +13.9% | -2.1% | +6.0% |
| 1Y | +22.2% | +3.8% | +18.5% | +19.2% |
| 3Y | +32.5% | +28.0% | +4.4% | +14.2% |
| 5Y | +160.2% | +64.9% | +95.3% | +98.1% |
| All | +331.1% | +740.1% | -409.0% | +105.7% |
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