+2.9%
AWK vs RACE
-14.8%
+17.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | 0.0% |
| 7D | +0.6% | -2.6% | +3.2% | +0.8% |
| 30D | +4.3% | -1.1% | +5.4% | +4.3% |
| 3M | +12.5% | +12.5% | 0.0% | +11.7% |
| 6M | +3.3% | +17.4% | -14.1% | +2.3% |
| YTD | +9.8% | +10.1% | -0.4% | +8.9% |
| 1Y | +2.9% | -15.1% | +18.1% | +3.4% |
| All | +2.9% | -14.8% | +17.7% | +3.4% |
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