+156.3%
ACN vs RACE
+738.3%
-582.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.0% | -2.6% |
| 7D | -2.5% | +3.9% | -6.4% | -4.0% |
| 30D | +22.6% | +7.4% | +15.2% | +19.2% |
| 3M | +45.9% | +1.6% | +44.3% | +44.8% |
| 6M | +43.8% | +23.3% | +20.5% | +31.4% |
| YTD | -2.5% | +14.7% | -17.1% | -9.2% |
| 1Y | +6.5% | +2.5% | +3.9% | +3.7% |
| 3Y | -14.2% | +28.0% | -42.1% | -28.2% |
| 5Y | -24.4% | +69.8% | -94.2% | -46.0% |
| 10Y | +156.3% | +734.9% | -578.6% | +18.7% |
| All | +156.3% | +738.3% | -582.0% | +18.7% |
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