+748.4%
ASX vs RACE
+740.1%
+8.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +7.9% | +7.1% |
| 7D | -19.9% | +5.1% | -25.0% | -21.8% |
| 30D | -30.9% | +7.7% | -38.6% | -33.3% |
| 3M | -15.1% | +2.2% | -17.3% | -16.2% |
| 6M | -6.5% | +23.8% | -30.2% | -16.8% |
| YTD | +98.4% | +13.9% | +84.5% | +82.5% |
| 1Y | +107.9% | +3.8% | +104.1% | +99.9% |
| 3Y | +325.3% | +28.0% | +297.2% | +250.5% |
| 5Y | +447.3% | +64.9% | +382.4% | +285.2% |
| All | +748.4% | +740.1% | +8.3% | +260.7% |
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