+120.2%
AG vs RACE
-15.2%
+135.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | -0.1% | -0.7% |
| 7D | +4.5% | -1.0% | +5.5% | +4.9% |
| 30D | +12.9% | -1.5% | +14.4% | +13.6% |
| 3M | +20.9% | +15.5% | +5.5% | +16.3% |
| 6M | -19.5% | +17.3% | -36.8% | -23.1% |
| YTD | +24.8% | +11.1% | +13.7% | +19.4% |
| 1Y | +120.2% | -14.3% | +134.5% | +113.2% |
| All | +120.2% | -15.2% | +135.4% | +113.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling