+0.8%
APO vs STLD
+89.3%
-88.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.2% |
| 7D | -1.0% | +3.1% | -4.2% | -1.8% |
| 30D | +3.5% | -9.0% | +12.5% | +5.7% |
| 3M | +4.5% | -12.4% | +16.9% | +7.6% |
| 6M | +22.8% | +25.5% | -2.7% | +14.5% |
| YTD | -6.5% | +43.6% | -50.1% | -16.2% |
| 1Y | +0.8% | +87.2% | -86.4% | -13.8% |
| All | +0.8% | +89.3% | -88.4% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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