+125.8%
RRC vs RACE
+71.0%
+54.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.1% |
| 7D | -10.3% | +3.9% | -14.2% | -11.1% |
| 30D | +19.5% | +7.4% | +12.0% | +17.6% |
| 3M | +27.9% | +1.6% | +26.3% | +27.2% |
| 6M | +21.2% | +23.3% | -2.2% | +14.5% |
| YTD | +39.6% | +14.7% | +24.9% | +33.4% |
| 1Y | +31.3% | +2.5% | +28.7% | +29.9% |
| 3Y | +51.9% | +28.0% | +24.0% | +32.2% |
| All | +125.8% | +71.0% | +54.8% | +69.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling