+268.0%
APH vs RACE
+65.1%
+202.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.3% | -7.0% | -8.5% |
| 7D | -12.7% | +5.7% | -18.4% | -14.5% |
| 30D | -19.2% | +9.3% | -28.4% | -21.8% |
| 3M | -16.7% | +3.8% | -20.5% | -18.1% |
| 6M | +5.1% | +29.8% | -24.7% | -5.7% |
| YTD | +6.6% | +15.6% | -9.1% | -0.6% |
| 1Y | +3.9% | +5.1% | -1.2% | +0.6% |
| 3Y | +246.0% | +30.8% | +215.2% | +181.6% |
| 5Y | +268.0% | +67.4% | +200.6% | +148.6% |
| All | +268.0% | +65.1% | +202.9% | +148.6% |
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