-25.1%
APTV vs RACE
+738.3%
-763.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.8% |
| 7D | -9.8% | +3.9% | -13.7% | -11.9% |
| 30D | -8.9% | +7.4% | -16.3% | -12.8% |
| 3M | -19.5% | +1.6% | -21.1% | -20.4% |
| 6M | -31.1% | +23.3% | -54.4% | -40.1% |
| YTD | -47.5% | +14.7% | -62.2% | -52.6% |
| 1Y | -52.3% | +2.5% | -54.8% | -53.9% |
| 3Y | -45.2% | +28.0% | -73.2% | -57.9% |
| 5Y | -76.9% | +69.8% | -146.7% | -85.9% |
| 10Y | -25.1% | +734.9% | -760.0% | -79.2% |
| All | -25.1% | +738.3% | -763.4% | -79.2% |
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