+887.2%
ASX vs RACE
+740.2%
+147.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.8% | +4.0% | +3.6% |
| 7D | -9.1% | +0.2% | -9.4% | -9.2% |
| 30D | -23.6% | +6.6% | -30.2% | -25.9% |
| 3M | -5.6% | +2.2% | -7.8% | -6.9% |
| 6M | +4.7% | +22.4% | -17.7% | -6.3% |
| YTD | +122.6% | +13.8% | +108.8% | +104.9% |
| 1Y | +133.0% | +2.2% | +130.8% | +125.9% |
| 3Y | +367.1% | +25.6% | +341.5% | +289.1% |
| 5Y | +504.7% | +71.0% | +433.8% | +318.6% |
| 10Y | +887.2% | +739.1% | +148.1% | +325.4% |
| All | +887.2% | +740.2% | +147.0% | +325.4% |
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