+107.9%
ASX vs RACE
+3.3%
+104.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +7.9% | +6.8% |
| 7D | -19.9% | +5.1% | -25.0% | -20.6% |
| 30D | -30.9% | +7.7% | -38.6% | -31.9% |
| 3M | -15.1% | +2.2% | -17.3% | -15.4% |
| 6M | -6.5% | +23.8% | -30.2% | -11.3% |
| YTD | +98.4% | +13.9% | +84.5% | +88.8% |
| 1Y | +107.9% | +3.8% | +104.1% | +99.2% |
| All | +107.9% | +3.3% | +104.6% | +99.2% |
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