+702.7%
AU vs RACE
+817.8%
-115.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.9% |
| 7D | +0.6% | -2.6% | +3.3% | +1.3% |
| 30D | +12.3% | -1.1% | +13.4% | +12.7% |
| 3M | +29.4% | +12.5% | +16.8% | +26.3% |
| 6M | +3.2% | +17.4% | -14.2% | -0.1% |
| YTD | +31.8% | +10.1% | +21.7% | +28.7% |
| 1Y | +83.4% | -15.1% | +98.6% | +88.1% |
| 3Y | +623.1% | +38.9% | +584.2% | +565.5% |
| 5Y | +700.5% | +90.7% | +609.8% | +590.0% |
| All | +702.7% | +817.8% | -115.2% | +592.7% |
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 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