+190.7%
APD vs RACE
+741.5%
-550.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -1.2% | -3.9% | +2.7% | +0.2% |
| 30D | +11.0% | +6.8% | +4.2% | +8.5% |
| 3M | +2.6% | +1.3% | +1.2% | +1.9% |
| 6M | +4.8% | +26.3% | -21.4% | -4.1% |
| YTD | +31.0% | +13.8% | +17.2% | +23.0% |
| 1Y | +23.4% | -0.5% | +23.8% | +21.8% |
| 3Y | +28.4% | +25.6% | +2.7% | +10.8% |
| 5Y | +15.2% | +67.6% | -52.4% | -14.1% |
| 10Y | +190.7% | +724.7% | -534.0% | +35.8% |
| All | +190.7% | +741.5% | -550.8% | +35.8% |
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