+137.0%
APO vs STLA
-62.5%
+199.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -0.3% |
| 7D | +0.1% | +0.7% | -0.7% | -0.2% |
| 30D | +3.9% | -2.4% | +6.2% | +4.5% |
| 3M | +3.8% | -23.9% | +27.6% | +13.6% |
| 6M | +22.3% | -24.6% | +46.9% | +33.1% |
| YTD | -7.8% | -50.5% | +42.7% | +15.5% |
| 1Y | -0.3% | -39.8% | +39.5% | +12.3% |
| 3Y | +57.1% | -65.6% | +122.7% | +111.4% |
| 5Y | +137.0% | -62.1% | +199.1% | +180.6% |
| All | +137.0% | -62.5% | +199.5% | +180.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling