+877.5%
APP vs RACE
+26.1%
+851.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +48.9% | -3.9% | +52.8% | +51.0% |
| 30D | +49.4% | +6.8% | +42.6% | +45.1% |
| 3M | +27.0% | +1.3% | +25.7% | +26.0% |
| 6M | -15.4% | +26.3% | -41.7% | -23.6% |
| YTD | -39.9% | +13.8% | -53.7% | -43.9% |
| 1Y | -32.0% | -0.5% | -31.5% | -32.2% |
| All | +877.5% | +26.1% | +851.4% | +789.9% |
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