+19,359.6%
STRL vs APA
+1,006.3%
+18,353.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -3.2% | +8.9% | +6.5% |
| 7D | +3.4% | +0.5% | +2.9% | +3.2% |
| 30D | -9.2% | +23.4% | -32.6% | -14.1% |
| 3M | -51.0% | +12.7% | -63.7% | -52.9% |
| 6M | +15.8% | +39.4% | -23.6% | +3.8% |
| YTD | +58.9% | +79.0% | -20.1% | +33.0% |
| 1Y | +68.5% | +88.8% | -20.3% | +37.4% |
| 3Y | +485.2% | +6.4% | +478.9% | +431.9% |
| 5Y | +2,005.1% | +153.0% | +1,852.1% | +1,362.4% |
| 10Y | +7,118.0% | +7.5% | +7,110.4% | +4,883.2% |
| All | +19,359.6% | +1,006.3% | +18,353.3% | +11,061.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling