-0.9%
APA vs RACE
+738.3%
-739.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.8% | -0.4% |
| 7D | -8.7% | +3.9% | -12.7% | -10.4% |
| 30D | -2.4% | +7.4% | -9.8% | -5.6% |
| 3M | +19.0% | +1.6% | +17.4% | +17.4% |
| 6M | +26.8% | +23.3% | +3.5% | +13.2% |
| YTD | +87.3% | +14.7% | +72.7% | +68.9% |
| 1Y | +92.3% | +2.5% | +89.8% | +83.2% |
| 3Y | +37.3% | +28.0% | +9.3% | +8.9% |
| 5Y | +73.2% | +69.8% | +3.4% | +12.4% |
| 10Y | -0.9% | +734.9% | -735.8% | -61.1% |
| All | -0.9% | +738.3% | -739.2% | -61.1% |
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