-4.4%
APO vs RACE
+10.6%
-14.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +4.3% | +3.8% | +7.2% |
| 7D | +8.2% | +9.9% | -1.7% | +6.1% |
| 30D | +6.4% | +12.8% | -6.4% | +3.8% |
| 3M | -7.4% | +7.4% | -14.8% | -8.8% |
| 6M | -4.2% | +27.6% | -31.8% | -8.2% |
| YTD | -14.1% | +18.4% | -32.5% | -17.1% |
| 1Y | -4.4% | +9.5% | -13.9% | -3.9% |
| All | -4.4% | +10.6% | -14.9% | -3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling