+26.8%
MKC vs RACE
+793.3%
-766.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.6% | -0.2% |
| 7D | -4.3% | -1.0% | -3.3% | -4.2% |
| 30D | -2.0% | -1.5% | -0.5% | -1.8% |
| 3M | +10.0% | +15.5% | -5.5% | +6.9% |
| 6M | -18.5% | +17.3% | -35.8% | -21.3% |
| YTD | -22.4% | +11.1% | -33.5% | -24.4% |
| 1Y | -23.6% | -14.3% | -9.4% | -22.2% |
| 3Y | -30.4% | +40.2% | -70.6% | -37.6% |
| 5Y | -34.2% | +92.6% | -126.8% | -46.2% |
| 10Y | +26.8% | +786.6% | -759.8% | -27.1% |
| All | +26.8% | +793.3% | -766.4% | -27.1% |
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