+215.9%
RRX vs RACE
+793.3%
-577.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +1.0% |
| 7D | +4.3% | -1.0% | +5.3% | +4.8% |
| 30D | -8.0% | -1.5% | -6.5% | -7.5% |
| 3M | -22.0% | +15.5% | -37.5% | -27.8% |
| 6M | -11.9% | +17.3% | -29.2% | -19.4% |
| YTD | +17.1% | +11.1% | +6.0% | +9.3% |
| 1Y | +14.9% | -14.3% | +29.2% | +20.6% |
| 3Y | +6.9% | +40.2% | -33.3% | -15.5% |
| 5Y | +19.6% | +92.6% | -73.0% | -21.4% |
| 10Y | +215.9% | +786.6% | -570.6% | -7.3% |
| All | +215.9% | +793.3% | -577.3% | -7.3% |
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