+1,563.3%
APO vs STLA
+39.6%
+1,523.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | +0.8% | -4.5% | +5.3% | +2.3% |
| 30D | +1.0% | -3.9% | +4.9% | +1.9% |
| 3M | -8.4% | -20.2% | +11.8% | -2.9% |
| 6M | -9.1% | -42.2% | +33.1% | +5.4% |
| YTD | -18.3% | -59.3% | +41.0% | +2.8% |
| 1Y | -8.0% | -56.1% | +48.1% | +12.7% |
| 3Y | +47.1% | -73.7% | +120.7% | +102.2% |
| 5Y | +67.2% | -70.3% | +137.5% | +118.0% |
| 10Y | +871.8% | +23.1% | +848.8% | +797.9% |
| All | +1,563.3% | +39.6% | +1,523.7% | +1,471.3% |
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