+1,651.7%
APO vs STLA
+29.5%
+1,622.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.7% | +1.2% |
| 7D | +0.2% | -11.6% | +11.8% | +3.8% |
| 30D | +3.1% | -6.2% | +9.3% | +4.7% |
| 3M | -12.0% | -24.6% | +12.6% | -5.1% |
| 6M | -5.0% | -44.9% | +39.9% | +11.7% |
| YTD | -14.0% | -62.3% | +48.3% | +10.6% |
| 1Y | -5.9% | -61.8% | +55.9% | +20.1% |
| 3Y | +51.6% | -75.3% | +126.9% | +112.4% |
| 5Y | +80.8% | -72.5% | +153.3% | +141.1% |
| 10Y | +839.9% | +0.8% | +839.2% | +805.0% |
| All | +1,651.7% | +29.5% | +1,622.1% | +1,590.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling