+65.0%
RRC vs RACE
+729.2%
-664.2%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.3% |
| 7D | +6.4% | -1.2% | +7.6% | +6.8% |
| 30D | +23.9% | +6.1% | +17.7% | +21.4% |
| 3M | +30.2% | -0.3% | +30.5% | +29.8% |
| 6M | +26.3% | +23.4% | +2.8% | +16.6% |
| YTD | +48.1% | +12.5% | +35.5% | +39.3% |
| 1Y | +37.7% | -0.5% | +38.1% | +35.3% |
| 3Y | +60.3% | +23.6% | +36.7% | +38.9% |
| 5Y | +135.3% | +65.4% | +69.9% | +76.5% |
| All | +65.0% | +729.2% | -664.2% | -30.6% |
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