+1,244.2%
AAPL vs RACE
+658.9%
+585.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +0.1% |
| 7D | -0.7% | +5.1% | -5.7% | -2.7% |
| 30D | +1.7% | +7.7% | -6.0% | -1.5% |
| 3M | +9.7% | +2.2% | +7.5% | +8.4% |
| 6M | +19.3% | +23.8% | -4.5% | +7.9% |
| YTD | +26.3% | +13.9% | +12.4% | +17.3% |
| 1Y | +27.4% | +3.8% | +23.6% | +23.0% |
| 3Y | +93.6% | +28.0% | +65.6% | +62.8% |
| 5Y | +131.7% | +64.9% | +66.8% | +69.3% |
| 10Y | +1,268.5% | +780.4% | +488.1% | +495.4% |
| All | +1,244.2% | +658.9% | +585.3% | +461.8% |
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