-20.0%
APTV vs RACE
+793.3%
-813.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.7% | -4.0% |
| 7D | +2.0% | -1.0% | +3.0% | +2.6% |
| 30D | -7.7% | -1.5% | -6.2% | -7.0% |
| 3M | -34.0% | +15.5% | -49.5% | -39.9% |
| 6M | -37.1% | +17.3% | -54.4% | -43.5% |
| YTD | -39.9% | +11.1% | -51.0% | -44.6% |
| 1Y | -44.4% | -14.3% | -30.2% | -40.7% |
| 3Y | -54.5% | +40.2% | -94.7% | -67.6% |
| 5Y | -69.1% | +92.6% | -161.7% | -82.6% |
| 10Y | -20.0% | +786.6% | -806.6% | -80.3% |
| All | -20.0% | +793.3% | -813.3% | -80.3% |
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