+133.0%
AAPL vs RACE
+65.0%
+68.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +0.1% |
| 7D | -0.7% | +5.1% | -5.7% | -2.6% |
| 30D | +1.7% | +7.7% | -6.0% | -1.4% |
| 3M | +9.7% | +2.2% | +7.5% | +8.4% |
| 6M | +19.3% | +23.8% | -4.5% | +8.3% |
| YTD | +26.3% | +13.9% | +12.4% | +17.7% |
| 1Y | +27.4% | +3.8% | +23.6% | +23.6% |
| 3Y | +93.6% | +28.0% | +65.6% | +57.0% |
| All | +133.0% | +65.0% | +68.0% | +51.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling