+221.9%
RBA vs RACE
+740.1%
-518.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.9% |
| 7D | +4.3% | +5.1% | -0.8% | +2.8% |
| 30D | +16.3% | +7.7% | +8.6% | +13.9% |
| 3M | +1.3% | +2.2% | -0.9% | +0.6% |
| 6M | -11.1% | +23.8% | -34.8% | -16.7% |
| YTD | -8.5% | +13.9% | -22.4% | -12.9% |
| 1Y | -2.1% | +3.8% | -5.9% | -4.3% |
| 3Y | +44.6% | +28.0% | +16.5% | +27.7% |
| 5Y | +36.8% | +64.9% | -28.1% | +9.2% |
| All | +221.9% | +740.1% | -518.2% | +63.6% |
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 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