+282.2%
APH vs RACE
+65.0%
+217.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.5% | +5.6% | +4.7% |
| 7D | -5.9% | +5.1% | -11.0% | -7.7% |
| 30D | -14.8% | +7.7% | -22.5% | -17.2% |
| 3M | -12.4% | +2.2% | -14.6% | -13.4% |
| 6M | +8.1% | +23.8% | -15.7% | -1.3% |
| YTD | +10.9% | +13.9% | -3.0% | +4.0% |
| 1Y | +8.8% | +3.8% | +5.0% | +5.7% |
| 3Y | +262.1% | +28.0% | +234.0% | +197.2% |
| All | +282.2% | +65.0% | +217.1% | +159.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling