+98.6%
APA vs STT
+46.9%
+51.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.2% | +1.9% |
| 7D | +9.6% | +5.1% | +4.5% | +10.4% |
| 30D | -0.2% | -0.2% | 0.0% | -0.1% |
| 3M | +19.8% | -8.1% | +28.0% | +18.5% |
| 6M | +30.1% | +16.6% | +13.4% | +31.3% |
| YTD | +100.4% | +37.8% | +62.6% | +99.5% |
| All | +98.6% | +46.9% | +51.6% | +87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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