+50.2%
APO vs RACE
+26.1%
+24.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.2% | -3.9% | +4.0% | +1.3% |
| 30D | +3.1% | +6.8% | -3.7% | +1.4% |
| 3M | -12.0% | +1.3% | -13.3% | -12.3% |
| 6M | -5.0% | +26.3% | -31.2% | -10.8% |
| YTD | -14.0% | +13.8% | -27.8% | -17.4% |
| 1Y | -5.9% | -0.5% | -5.5% | -6.1% |
| All | +50.2% | +26.1% | +24.1% | +37.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling