+895.2%
APO vs STT
+211.9%
+683.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.2% | +1.5% | +2.6% |
| 7D | +2.3% | +0.9% | +1.4% | +1.8% |
| 30D | +3.0% | -2.3% | +5.3% | +4.6% |
| 3M | -3.7% | -7.0% | +3.3% | +0.8% |
| 6M | -7.5% | +15.5% | -23.0% | -15.8% |
| YTD | -14.5% | +35.6% | -50.1% | -29.8% |
| 1Y | -6.2% | +47.9% | -54.0% | -27.0% |
| 3Y | +51.9% | +181.1% | -129.2% | -19.8% |
| 5Y | +76.5% | +108.2% | -31.7% | +7.5% |
| 10Y | +895.2% | +201.0% | +694.2% | +331.1% |
| All | +895.2% | +211.9% | +683.4% | +331.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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