-13.8%
AGI vs RACE
-2.3%
-11.5%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.5% | -1.7% | -3.0% |
| 7D | -7.5% | -4.0% | -3.5% | -5.6% |
| 30D | -9.9% | +3.5% | -13.4% | -11.3% |
| 3M | -14.2% | -0.4% | -13.7% | -13.8% |
| 6M | -35.2% | +23.2% | -58.4% | -40.0% |
| YTD | -25.2% | +11.0% | -36.2% | -31.7% |
| All | -13.8% | -2.3% | -11.5% | -20.3% |
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