+63.5%
AIG vs RACE
+832.2%
-768.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.6% |
| 7D | -2.4% | -2.2% | -0.2% | -1.5% |
| 30D | -2.9% | -0.4% | -2.6% | -2.9% |
| 3M | +0.8% | +17.9% | -17.1% | -6.1% |
| 6M | -2.7% | +19.3% | -21.9% | -10.4% |
| YTD | -11.2% | +11.9% | -23.0% | -16.4% |
| 1Y | -1.5% | -12.7% | +11.2% | +1.4% |
| 3Y | +34.4% | +41.1% | -6.7% | +5.1% |
| 5Y | +54.4% | +94.1% | -39.6% | -0.8% |
| All | +63.5% | +832.2% | -768.7% | -40.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling