-5.2%
SBUX vs APO
+136.0%
-141.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.7% |
| 7D | -6.3% | -1.0% | -5.3% | -6.0% |
| 30D | -3.9% | -0.4% | -3.5% | -3.9% |
| 3M | +3.3% | -0.9% | +4.2% | +2.9% |
| 6M | +1.4% | +22.1% | -20.7% | -6.3% |
| YTD | +21.0% | -8.4% | +29.3% | +22.7% |
| 1Y | +22.4% | -0.9% | +23.4% | +20.2% |
| 3Y | +13.2% | +56.1% | -42.9% | -8.8% |
| 5Y | -5.2% | +136.0% | -141.2% | -37.1% |
| All | -5.2% | +136.0% | -141.2% | -37.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling