+117.9%
KEY vs RACE
+740.1%
-622.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +0.1% |
| 7D | -1.3% | +5.1% | -6.4% | -3.4% |
| 30D | +5.1% | +7.7% | -2.6% | +1.9% |
| 3M | -7.1% | +2.2% | -9.3% | -8.3% |
| 6M | -4.4% | +23.8% | -28.1% | -13.7% |
| YTD | +4.0% | +13.9% | -9.9% | -3.6% |
| 1Y | +23.4% | +3.8% | +19.6% | +19.0% |
| 3Y | +113.9% | +28.0% | +85.9% | +75.1% |
| 5Y | +12.3% | +64.9% | -52.6% | -21.5% |
| All | +117.9% | +740.1% | -622.2% | -8.1% |
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