+657.6%
STM vs APO
+948.0%
-290.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | +0.2% |
| 7D | +5.2% | +0.1% | +5.1% | +5.1% |
| 30D | -7.4% | +3.9% | -11.2% | -9.6% |
| 3M | -30.6% | +3.8% | -34.4% | -32.6% |
| 6M | +66.4% | +22.3% | +44.1% | +47.1% |
| YTD | +101.1% | -7.8% | +108.9% | +104.9% |
| 1Y | +97.4% | -0.3% | +97.7% | +91.5% |
| 3Y | +21.1% | +57.1% | -36.0% | -11.4% |
| 5Y | +22.5% | +137.0% | -114.5% | -30.2% |
| 10Y | +657.6% | +946.8% | -289.2% | +162.5% |
| All | +657.6% | +948.0% | -290.4% | +162.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling