+681.2%
SBUX vs APO
+1,612.1%
-930.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.7% |
| 7D | +1.6% | +5.8% | -4.2% | -0.1% |
| 30D | +14.8% | +8.9% | +5.9% | +11.9% |
| 3M | -0.8% | -13.6% | +12.8% | +3.2% |
| 6M | +2.2% | -5.4% | +7.6% | +2.9% |
| YTD | +29.5% | -13.6% | +43.1% | +32.8% |
| 1Y | +27.0% | -2.5% | +29.5% | +25.4% |
| 3Y | +10.9% | +50.9% | -39.9% | -6.3% |
| 5Y | +7.4% | +81.4% | -74.0% | -16.7% |
| 10Y | +146.3% | +843.9% | -697.6% | +21.6% |
| All | +681.2% | +1,612.1% | -930.9% | +221.6% |
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