-39.3%
APP vs RACE
+2.2%
-41.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.8% | -3.4% |
| 7D | +61.1% | +0.2% | +60.9% | +60.4% |
| 30D | +42.8% | +6.6% | +36.1% | +40.0% |
| 3M | +16.7% | +2.2% | +14.5% | +15.5% |
| 6M | -15.6% | +22.4% | -38.0% | -18.4% |
| YTD | -41.3% | +13.8% | -55.1% | -43.9% |
| 1Y | -39.3% | +2.2% | -41.5% | -44.8% |
| All | -39.3% | +2.2% | -41.5% | -44.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling