+500.0%
APP vs RACE
+106.2%
+393.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.5% | +11.3% | +10.9% |
| 7D | +71.2% | +5.1% | +66.1% | +64.5% |
| 30D | +39.1% | +7.7% | +31.4% | +31.4% |
| 3M | +16.5% | +2.2% | +14.4% | +14.2% |
| 6M | -16.6% | +23.8% | -40.3% | -30.1% |
| YTD | -41.9% | +13.9% | -55.8% | -49.4% |
| 1Y | -37.0% | +3.8% | -40.8% | -41.0% |
| 3Y | +892.4% | +28.0% | +864.4% | +563.7% |
| 5Y | +297.3% | +64.9% | +232.4% | +75.9% |
| All | +500.0% | +106.2% | +393.9% | +128.2% |
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