+299.6%
ASX vs RACE
+30.0%
+269.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.3% | -18.4% | -20.0% |
| 7D | -33.3% | +5.7% | -38.9% | -34.4% |
| 30D | -36.5% | +9.3% | -45.8% | -38.3% |
| 3M | -19.2% | +3.8% | -23.0% | -20.3% |
| 6M | -10.2% | +29.8% | -40.0% | -18.5% |
| YTD | +86.5% | +15.6% | +70.8% | +75.7% |
| 1Y | +89.6% | +5.1% | +84.6% | +84.9% |
| All | +299.6% | +30.0% | +269.6% | +269.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling