+510.5%
STM vs APO
+1,753.5%
-1,243.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.2% |
| 7D | +5.8% | -1.0% | +6.8% | +6.3% |
| 30D | -1.0% | +3.5% | -4.5% | -3.1% |
| 3M | -33.3% | +4.5% | -37.8% | -35.2% |
| 6M | +57.4% | +22.8% | +34.6% | +39.8% |
| YTD | +102.2% | -6.5% | +108.7% | +104.4% |
| 1Y | +99.6% | +0.8% | +98.8% | +92.8% |
| 3Y | +14.5% | +62.0% | -47.4% | -15.5% |
| 5Y | +21.4% | +138.2% | -116.9% | -27.8% |
| 10Y | +695.0% | +940.3% | -245.3% | +130.3% |
| All | +510.5% | +1,753.5% | -1,243.0% | +14.3% |
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