+895.2%
APO vs RACE
+738.3%
+156.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.7% | +4.0% | +4.3% |
| 7D | +2.3% | +3.9% | -1.6% | +0.3% |
| 30D | +3.0% | +7.4% | -4.4% | -0.9% |
| 3M | -3.7% | +1.6% | -5.3% | -4.7% |
| 6M | -7.5% | +23.3% | -30.8% | -18.3% |
| YTD | -14.5% | +14.7% | -29.2% | -22.6% |
| 1Y | -6.2% | +2.5% | -8.7% | -9.6% |
| 3Y | +51.9% | +28.0% | +23.9% | +18.7% |
| 5Y | +76.5% | +69.8% | +6.7% | +12.0% |
| 10Y | +895.2% | +734.9% | +160.3% | +249.9% |
| All | +895.2% | +738.3% | +156.9% | +249.9% |
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 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