+152.3%
ACN vs RACE
+729.2%
-576.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.3% |
| 7D | -3.8% | -1.2% | -2.6% | -3.4% |
| 30D | +16.5% | +6.1% | +10.4% | +13.8% |
| 3M | +41.5% | -0.3% | +41.7% | +41.4% |
| 6M | +60.1% | +23.4% | +36.6% | +46.1% |
| YTD | -3.9% | +12.5% | -16.5% | -9.9% |
| 1Y | +4.1% | -0.5% | +4.6% | +2.6% |
| 3Y | -15.9% | +23.6% | -39.5% | -28.5% |
| 5Y | -26.3% | +65.4% | -91.8% | -46.9% |
| All | +152.3% | +729.2% | -576.9% | +14.6% |
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 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