+102.5%
APA vs STT
+74.0%
+28.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +1.7% |
| 7D | -1.7% | +2.2% | -3.9% | -1.4% |
| 30D | +15.7% | +3.9% | +11.8% | +16.2% |
| 3M | +16.5% | +19.2% | -2.7% | +17.5% |
| 6M | +35.1% | +60.4% | -25.3% | +34.0% |
| YTD | +82.2% | +51.5% | +30.8% | +82.6% |
| 1Y | +102.5% | +76.3% | +26.2% | +117.1% |
| All | +102.5% | +74.0% | +28.5% | +117.1% |
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