+844.5%
APH vs RACE
+752.7%
+91.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.3% | -7.0% | -8.4% |
| 7D | -12.7% | +5.7% | -18.4% | -14.7% |
| 30D | -19.2% | +9.3% | -28.4% | -22.1% |
| 3M | -16.7% | +3.8% | -20.5% | -18.2% |
| 6M | +5.1% | +29.8% | -24.7% | -6.7% |
| YTD | +6.6% | +15.6% | -9.1% | -1.4% |
| 1Y | +3.9% | +5.1% | -1.2% | 0.0% |
| 3Y | +246.0% | +30.8% | +215.2% | +186.6% |
| 5Y | +268.0% | +67.4% | +200.6% | +164.5% |
| All | +844.5% | +752.7% | +91.8% | +304.4% |
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