+1,804.4%
APO vs STLA
+75.2%
+1,729.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -1.0% |
| 7D | -1.0% | +2.6% | -3.6% | -1.8% |
| 30D | +3.5% | -1.2% | +4.7% | +3.7% |
| 3M | +4.5% | -24.8% | +29.3% | +13.1% |
| 6M | +22.8% | -25.6% | +48.3% | +32.3% |
| YTD | -6.5% | -48.9% | +42.4% | +10.8% |
| 1Y | +0.8% | -38.8% | +39.6% | +11.6% |
| 3Y | +62.0% | -64.5% | +126.5% | +105.0% |
| 5Y | +138.2% | -62.4% | +200.7% | +191.8% |
| 10Y | +940.3% | +55.4% | +884.9% | +802.4% |
| All | +1,804.4% | +75.2% | +1,729.2% | +1,593.3% |
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