+1,210.4%
AAPL vs RACE
+793.3%
+417.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.7% |
| 7D | -2.7% | -1.0% | -1.7% | -2.3% |
| 30D | +1.0% | -1.5% | +2.5% | +1.6% |
| 3M | +5.0% | +15.5% | -10.5% | -2.3% |
| 6M | +23.0% | +17.3% | +5.7% | +12.9% |
| YTD | +16.6% | +11.1% | +5.5% | +9.0% |
| 1Y | +33.4% | -14.3% | +47.7% | +39.5% |
| 3Y | +79.9% | +40.2% | +39.7% | +40.4% |
| 5Y | +109.0% | +92.6% | +16.5% | +35.4% |
| 10Y | +1,210.4% | +786.6% | +423.9% | +416.1% |
| All | +1,210.4% | +793.3% | +417.2% | +416.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling