+895.2%
APO vs STLD
+779.4%
+115.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.1% | +2.6% | +3.8% |
| 7D | +2.3% | -9.7% | +12.0% | +6.5% |
| 30D | +3.0% | -4.5% | +7.5% | +4.7% |
| 3M | -3.7% | -13.1% | +9.4% | +1.0% |
| 6M | -7.5% | -2.8% | -4.7% | -8.0% |
| YTD | -14.5% | +35.3% | -49.9% | -26.5% |
| 1Y | -6.2% | +51.4% | -57.5% | -23.1% |
| 3Y | +51.9% | +117.9% | -66.0% | +4.9% |
| 5Y | +76.5% | +272.6% | -196.1% | -5.5% |
| 10Y | +895.2% | +782.2% | +113.1% | +235.9% |
| All | +895.2% | +779.4% | +115.9% | +235.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling