+61.8%
RRC vs RACE
+670.3%
-608.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.3% | -1.3% | -3.0% |
| 7D | -6.9% | +5.7% | -12.5% | -8.5% |
| 30D | +25.4% | +9.3% | +16.1% | +21.8% |
| 3M | +31.9% | +3.8% | +28.1% | +29.8% |
| 6M | +17.2% | +29.8% | -12.6% | +6.3% |
| YTD | +43.4% | +15.6% | +27.8% | +33.7% |
| 1Y | +36.7% | +5.1% | +31.7% | +31.8% |
| 3Y | +38.8% | +30.8% | +8.0% | +18.3% |
| 5Y | +118.3% | +67.4% | +50.8% | +65.0% |
| 10Y | +67.7% | +793.6% | -725.9% | -31.9% |
| All | +61.8% | +670.3% | -608.6% | -45.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling