+1,570.8%
APO vs STLD
+1,532.0%
+38.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -7.6% | +3.1% | -1.6% |
| 7D | -1.1% | -12.5% | +11.4% | +4.0% |
| 30D | +1.1% | -6.8% | +8.0% | +3.7% |
| 3M | -9.2% | -16.4% | +7.1% | -3.6% |
| 6M | -9.2% | -6.1% | -3.1% | -8.4% |
| YTD | -18.0% | +32.0% | -49.9% | -28.0% |
| 1Y | -10.9% | +45.5% | -56.4% | -24.8% |
| 3Y | +44.4% | +106.5% | -62.1% | +4.6% |
| 5Y | +67.9% | +267.2% | -199.3% | -5.2% |
| 10Y | +876.2% | +878.9% | -2.7% | +244.2% |
| All | +1,570.8% | +1,532.0% | +38.7% | +338.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling