+1,059.7%
APH vs RACE
+818.0%
+241.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 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% | +6.0% |
| 30D | -3.9% | +0.8% | -4.7% | -4.4% |
| 3M | +13.0% | +17.2% | -4.2% | +5.1% |
| 6M | +25.2% | +13.6% | +11.6% | +17.4% |
| YTD | +22.9% | +12.2% | +10.7% | +15.4% |
| 1Y | +47.8% | -16.3% | +64.1% | +55.4% |
| 3Y | +283.0% | +36.4% | +246.6% | +210.4% |
| 5Y | +349.7% | +95.0% | +254.7% | +202.2% |
| All | +1,059.7% | +818.0% | +241.8% | +356.5% |
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 2016-09-04 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling