+644.3%
SBUX vs APO
+1,727.7%
-1,083.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -1.9% |
| 7D | -3.9% | +0.1% | -4.0% | -3.9% |
| 30D | -2.8% | +3.9% | -6.7% | -4.1% |
| 3M | +8.2% | +3.8% | +4.4% | +6.4% |
| 6M | +4.3% | +22.3% | -18.0% | -3.0% |
| YTD | +23.3% | -7.8% | +31.1% | +24.4% |
| 1Y | +24.3% | -0.3% | +24.6% | +21.9% |
| 3Y | +15.5% | +57.1% | -41.7% | -3.7% |
| 5Y | -2.7% | +137.0% | -139.7% | -30.2% |
| 10Y | +128.8% | +946.8% | -818.0% | +10.1% |
| All | +644.3% | +1,727.7% | -1,083.4% | +201.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling