+258.9%
RRX vs RACE
+663.9%
-405.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.7% | +6.3% | +6.6% |
| 7D | +12.3% | +3.9% | +8.4% | +10.4% |
| 30D | +9.5% | +7.4% | +2.1% | +5.9% |
| 3M | +1.8% | +1.6% | +0.2% | +0.7% |
| 6M | -15.3% | +23.3% | -38.7% | -24.1% |
| YTD | +29.6% | +14.7% | +14.9% | +19.4% |
| 1Y | +34.1% | +2.5% | +31.5% | +30.0% |
| 3Y | +74.0% | +28.0% | +46.1% | +47.3% |
| 5Y | +14.7% | +69.8% | -55.1% | -17.5% |
| 10Y | +229.4% | +734.9% | -505.5% | +20.5% |
| All | +258.9% | +663.9% | -405.0% | +18.0% |
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