+4.5%
APA vs RACE
+741.5%
-737.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | +5.1% | -3.9% | +8.9% | +6.7% |
| 30D | +0.3% | +6.8% | -6.5% | -2.8% |
| 3M | +15.6% | +1.3% | +14.3% | +14.3% |
| 6M | +28.9% | +26.3% | +2.6% | +13.9% |
| YTD | +96.6% | +13.8% | +82.8% | +77.7% |
| 1Y | +95.5% | -0.5% | +96.0% | +89.0% |
| 3Y | +41.8% | +25.6% | +16.2% | +13.5% |
| 5Y | +85.4% | +67.6% | +17.8% | +21.0% |
| 10Y | +4.5% | +724.7% | -720.1% | -59.6% |
| All | +4.5% | +741.5% | -737.0% | -59.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling