+848.7%
APA vs STT
+7,372.9%
-6,524.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.3% |
| 7D | +0.5% | +0.5% | +0.1% | +0.3% |
| 30D | +23.4% | +3.9% | +19.5% | +21.5% |
| 3M | +12.7% | +20.0% | -7.3% | +5.0% |
| 6M | +39.4% | +55.3% | -15.9% | +17.4% |
| YTD | +79.0% | +53.3% | +25.6% | +51.0% |
| 1Y | +88.8% | +74.7% | +14.1% | +51.6% |
| 3Y | +6.4% | +205.8% | -199.5% | -29.8% |
| 5Y | +153.0% | +145.0% | +8.0% | +78.8% |
| 10Y | +7.5% | +266.0% | -258.5% | -28.7% |
| All | +848.7% | +7,372.9% | -6,524.2% | +247.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling