+7.6%
SBUX vs APO
+78.6%
-70.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -2.0% |
| 7D | +1.0% | +3.5% | -2.4% | 0.0% |
| 30D | +16.6% | +4.4% | +12.2% | +14.9% |
| 3M | -0.6% | -12.1% | +11.5% | +3.2% |
| 6M | +1.8% | -7.2% | +9.1% | +3.2% |
| YTD | +29.7% | -15.1% | +44.8% | +34.5% |
| 1Y | +26.1% | -7.7% | +33.7% | +26.6% |
| 3Y | +10.3% | +49.6% | -39.3% | -11.3% |
| 5Y | +7.6% | +78.3% | -70.7% | -25.7% |
| All | +7.6% | +78.6% | -70.9% | -25.7% |
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