+145.4%
ASX vs RACE
-1.0%
+146.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -2.4% |
| 7D | +12.4% | -1.2% | +13.6% | +12.8% |
| 30D | -19.8% | +6.1% | -25.9% | -20.7% |
| 3M | -10.3% | -0.3% | -10.0% | -10.1% |
| 6M | +1.2% | +23.4% | -22.2% | -4.3% |
| YTD | +123.0% | +12.5% | +110.5% | +113.7% |
| 1Y | +145.4% | -0.5% | +145.9% | +138.1% |
| All | +145.4% | -1.0% | +146.4% | +138.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling