+1,226.0%
AAPL vs RACE
+802.1%
+423.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -1.6% |
| 7D | +0.1% | -2.5% | +2.6% | +1.2% |
| 30D | +3.0% | +0.8% | +2.2% | +2.4% |
| 3M | +2.9% | +17.2% | -14.3% | -4.9% |
| 6M | +22.1% | +13.6% | +8.5% | +13.8% |
| YTD | +18.0% | +12.2% | +5.8% | +9.8% |
| 1Y | +33.9% | -16.3% | +50.2% | +41.8% |
| 3Y | +71.2% | +36.4% | +34.7% | +35.7% |
| 5Y | +112.6% | +95.0% | +17.6% | +37.0% |
| All | +1,226.0% | +802.1% | +423.9% | +419.9% |
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