+8.3%
STOK vs SPY
+14.6%
-6.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | +0.1% | +0.4% |
| 7D | +3.9% | -0.7% | +4.7% | +4.5% |
| 30D | +8.4% | -1.0% | +9.4% | +9.2% |
| 3M | -13.3% | -0.3% | -13.0% | -13.2% |
| 6M | -19.7% | +7.3% | -27.0% | -24.5% |
| YTD | -13.5% | +13.3% | -26.8% | -23.7% |
| 1Y | +8.3% | +14.8% | -6.5% | -4.0% |
| All | +8.3% | +14.6% | -6.3% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling