-5.1%
APO vs STLD
+50.3%
-55.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.1% | +2.6% | +4.2% |
| 7D | +2.3% | -9.7% | +12.0% | +4.7% |
| 30D | +3.0% | -4.5% | +7.5% | +4.0% |
| 3M | -3.7% | -13.1% | +9.4% | -0.7% |
| 6M | -7.5% | -2.8% | -4.7% | -8.3% |
| YTD | -14.5% | +35.3% | -49.9% | -24.4% |
| All | -5.1% | +50.3% | -55.4% | -19.0% |
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