+503.8%
APP vs RACE
+100.9%
+402.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.5% | -0.3% | -0.9% |
| 7D | +10.6% | -4.0% | +14.6% | +13.8% |
| 30D | +44.6% | +3.5% | +41.0% | +40.6% |
| 3M | +29.6% | -0.4% | +30.0% | +29.5% |
| 6M | -19.8% | +23.2% | -42.9% | -32.5% |
| YTD | -41.6% | +11.0% | -52.6% | -48.1% |
| 1Y | -32.7% | -2.2% | -30.5% | -33.6% |
| 3Y | +799.0% | +22.5% | +776.5% | +525.8% |
| 5Y | +250.4% | +63.2% | +187.2% | +57.4% |
| All | +503.8% | +100.9% | +402.9% | +134.1% |
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 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