+926.6%
APO vs RACE
+658.9%
+267.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.0% | +0.3% |
| 7D | +0.8% | +5.1% | -4.3% | -1.7% |
| 30D | +1.0% | +7.7% | -6.7% | -2.7% |
| 3M | -8.4% | +2.2% | -10.6% | -9.5% |
| 6M | -9.1% | +23.8% | -32.9% | -19.5% |
| YTD | -18.3% | +13.9% | -32.2% | -25.5% |
| 1Y | -8.0% | +3.8% | -11.8% | -11.9% |
| 3Y | +47.1% | +28.0% | +19.0% | +17.0% |
| 5Y | +67.2% | +64.9% | +2.2% | +12.1% |
| 10Y | +871.8% | +780.4% | +91.5% | +198.9% |
| All | +926.6% | +658.9% | +267.7% | +206.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling