+1,351.8%
APH vs RACE
+647.6%
+704.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.6% |
| 7D | +5.0% | -2.5% | +7.5% | +5.9% |
| 30D | -3.9% | +0.8% | -4.7% | -4.3% |
| 3M | +13.0% | +17.2% | -4.2% | +5.6% |
| 6M | +25.2% | +13.6% | +11.6% | +18.0% |
| YTD | +22.9% | +12.2% | +10.7% | +15.9% |
| 1Y | +47.8% | -16.3% | +64.1% | +54.8% |
| 3Y | +283.0% | +36.4% | +246.6% | +217.7% |
| 5Y | +349.7% | +95.0% | +254.7% | +216.3% |
| 10Y | +1,061.2% | +813.2% | +248.0% | +432.7% |
| All | +1,351.8% | +647.6% | +704.2% | +558.7% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling