+895.2%
APO vs STLA
+21.0%
+874.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.2% | +4.9% | +4.8% |
| 7D | +2.3% | -6.4% | +8.6% | +5.1% |
| 30D | +3.0% | -1.3% | +4.3% | +3.1% |
| 3M | -3.7% | -19.9% | +16.2% | +3.9% |
| 6M | -7.5% | -42.9% | +35.4% | +13.3% |
| YTD | -14.5% | -59.4% | +44.9% | +16.5% |
| 1Y | -6.2% | -56.8% | +50.7% | +23.9% |
| 3Y | +51.9% | -73.1% | +125.0% | +131.0% |
| 5Y | +76.5% | -70.1% | +146.5% | +147.1% |
| 10Y | +895.2% | +19.8% | +875.5% | +686.7% |
| All | +895.2% | +21.0% | +874.2% | +686.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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