+668.3%
AU vs RACE
+832.2%
-164.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.6% | -5.9% | -4.6% |
| 7D | -7.0% | -2.2% | -4.8% | -6.5% |
| 30D | +7.3% | -0.4% | +7.7% | +7.5% |
| 3M | +33.2% | +17.9% | +15.3% | +28.7% |
| 6M | -0.6% | +19.3% | -19.9% | -4.2% |
| YTD | +26.2% | +11.9% | +14.3% | +22.7% |
| 1Y | +68.3% | -12.7% | +81.0% | +71.5% |
| 3Y | +592.1% | +41.1% | +551.0% | +534.5% |
| 5Y | +685.3% | +94.1% | +591.2% | +574.2% |
| All | +668.3% | +832.2% | -164.0% | +560.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling