+123.9%
SBUX vs APO
+945.2%
-821.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.8% |
| 7D | -5.5% | -3.5% | -2.0% | -4.4% |
| 30D | -8.5% | -6.6% | -1.9% | -6.5% |
| 3M | -2.9% | -3.3% | +0.4% | -2.5% |
| 6M | -1.5% | +22.6% | -24.1% | -9.3% |
| YTD | +19.4% | -9.8% | +29.2% | +21.4% |
| 1Y | +22.9% | -3.9% | +26.8% | +21.7% |
| 3Y | +11.3% | +52.5% | -41.2% | -9.0% |
| 5Y | -6.9% | +134.0% | -140.9% | -36.8% |
| All | +123.9% | +945.2% | -821.4% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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