+899.1%
AU vs RACE
+741.5%
+157.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +4.7% | -3.9% | +8.5% | +5.7% |
| 30D | -1.5% | +6.8% | -8.4% | -3.1% |
| 3M | -5.0% | +1.3% | -6.3% | -5.2% |
| 6M | -13.5% | +26.3% | -39.8% | -17.9% |
| YTD | +11.7% | +13.8% | -2.1% | +8.2% |
| 1Y | +21.3% | -0.5% | +21.8% | +20.6% |
| 3Y | +545.0% | +25.6% | +519.3% | +502.2% |
| 5Y | +412.0% | +67.6% | +344.4% | +343.2% |
| 10Y | +899.1% | +724.7% | +174.4% | +728.0% |
| All | +899.1% | +741.5% | +157.6% | +728.0% |
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