-36.7%
AUR vs RACE
+113.2%
-149.9%
-93.3%
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 | -2.6% | +1.6% | -4.2% | -3.9% |
| 7D | +0.2% | -2.2% | +2.4% | +2.0% |
| 30D | -8.9% | -0.4% | -8.5% | -8.5% |
| 3M | +4.6% | +17.9% | -13.3% | -9.7% |
| 6M | +44.9% | +19.3% | +25.6% | +23.1% |
| YTD | +64.8% | +11.9% | +53.0% | +45.0% |
| 1Y | +16.4% | -12.7% | +29.1% | +25.9% |
| 3Y | +85.1% | +41.1% | +44.0% | +8.5% |
| 5Y | -36.1% | +94.1% | -130.2% | -67.5% |
| All | -36.7% | +113.2% | -149.9% | -67.6% |
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