+211.8%
RBA vs RACE
+740.2%
-528.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.6% |
| 7D | +3.2% | +0.2% | +3.0% | +3.1% |
| 30D | +12.0% | +6.6% | +5.4% | +10.0% |
| 3M | +2.9% | +2.2% | +0.7% | +2.1% |
| 6M | -6.3% | +22.4% | -28.6% | -12.0% |
| YTD | -5.9% | +13.8% | -19.7% | -10.5% |
| 1Y | -3.9% | +2.2% | -6.1% | -5.7% |
| 3Y | +64.9% | +25.6% | +39.3% | +46.6% |
| 5Y | +48.5% | +71.0% | -22.5% | +17.0% |
| 10Y | +211.8% | +739.1% | -527.3% | +47.5% |
| All | +211.8% | +740.2% | -528.4% | +47.5% |
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