+1,055.1%
ASX vs RACE
+738.5%
+316.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.6% | +6.6% |
| 7D | +0.8% | -3.9% | +4.7% | +3.0% |
| 30D | -20.4% | +6.8% | -27.2% | -22.9% |
| 3M | -2.1% | +1.3% | -3.5% | -3.1% |
| 6M | +8.2% | +26.3% | -18.1% | -4.6% |
| YTD | +137.3% | +13.8% | +123.5% | +118.4% |
| 1Y | +155.0% | -0.5% | +155.5% | +150.8% |
| 3Y | +397.9% | +25.6% | +372.3% | +314.7% |
| 5Y | +529.2% | +67.6% | +461.6% | +339.5% |
| All | +1,055.1% | +738.5% | +316.6% | +406.1% |
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 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