-2.5%
APO vs STLA
-64.5%
+62.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.8% | +1.9% |
| 7D | +5.8% | -13.8% | +19.5% | +7.5% |
| 30D | +8.9% | -10.5% | +19.4% | +10.5% |
| 3M | -13.6% | -28.9% | +15.2% | -10.6% |
| 6M | -5.4% | -49.7% | +44.4% | -0.5% |
| YTD | -13.6% | -64.9% | +51.3% | -5.0% |
| 1Y | -2.5% | -64.0% | +61.5% | +6.2% |
| All | -2.5% | -64.5% | +62.0% | +6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling