-0.1%
APA vs RACE
+740.2%
-740.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.0% | +1.6% |
| 7D | -5.5% | +0.2% | -5.8% | -5.8% |
| 30D | -1.2% | +6.6% | -7.8% | -4.1% |
| 3M | +10.6% | +2.2% | +8.3% | +8.9% |
| 6M | +28.4% | +22.4% | +6.0% | +15.0% |
| YTD | +89.7% | +13.8% | +75.9% | +71.6% |
| 1Y | +90.6% | +2.2% | +88.4% | +81.7% |
| 3Y | +36.9% | +25.6% | +11.3% | +9.6% |
| 5Y | +83.2% | +71.0% | +12.2% | +18.0% |
| 10Y | -0.1% | +739.1% | -739.2% | -60.8% |
| All | -0.1% | +740.2% | -740.3% | -60.8% |
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 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