+95.3%
AAPL vs RACE
+24.7%
+70.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | 0.0% |
| 7D | +4.1% | -1.2% | +5.3% | +4.5% |
| 30D | +4.0% | +6.1% | -2.2% | +2.3% |
| 3M | +16.8% | -0.3% | +17.1% | +16.7% |
| 6M | +19.4% | +23.4% | -4.0% | +12.1% |
| YTD | +31.5% | +12.5% | +19.0% | +26.0% |
| 1Y | +31.0% | -0.5% | +31.4% | +30.3% |
| 3Y | +95.3% | +23.6% | +71.7% | +81.2% |
| All | +95.3% | +24.7% | +70.6% | +81.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling