+6.4%
BAH vs RACE
-2.3%
+8.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.6% | +0.4% |
| 7D | -2.6% | -4.0% | +1.4% | -2.3% |
| 30D | +20.4% | +3.5% | +16.8% | +20.0% |
| 3M | +11.9% | -0.4% | +12.3% | +11.9% |
| 6M | +17.1% | +23.2% | -6.0% | +17.2% |
| YTD | +5.5% | +11.0% | -5.5% | +5.8% |
| All | +6.4% | -2.3% | +8.8% | +9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling