+3,988.2%
STRL vs APA
+0.9%
+3,987.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | -0.2% | +15.2% | +15.0% |
| 7D | -13.3% | -8.7% | -4.6% | -11.2% |
| 30D | -43.3% | -2.4% | -40.9% | -43.0% |
| 3M | -46.9% | +19.0% | -65.9% | -49.2% |
| 6M | -65.6% | +26.8% | -92.4% | -67.8% |
| YTD | -5.1% | +87.3% | -92.4% | -21.3% |
| 1Y | -23.1% | +92.3% | -115.4% | -37.0% |
| 3Y | +346.8% | +37.3% | +309.6% | +282.0% |
| 5Y | +907.2% | +73.2% | +834.0% | +671.0% |
| 10Y | +3,988.2% | -0.9% | +3,989.1% | +2,860.6% |
| All | +3,988.2% | +0.9% | +3,987.3% | +2,860.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 10y: compounded portfolio wealth divided by compounded APA 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…
10y analysis · Full analysis span regression · 6 months rolling