+7,301.3%
STRL vs APTV
-21.3%
+7,322.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | -0.3% |
| 7D | +8.2% | -1.2% | +9.4% | +8.6% |
| 30D | -6.3% | -10.6% | +4.3% | -2.0% |
| 3M | -41.2% | -35.0% | -6.2% | -29.9% |
| 6M | +20.4% | -38.9% | +59.3% | +45.6% |
| YTD | +61.7% | -41.5% | +103.2% | +97.8% |
| 1Y | +72.7% | -45.8% | +118.5% | +119.0% |
| 3Y | +530.9% | -55.7% | +586.6% | +730.3% |
| 5Y | +2,125.4% | -70.1% | +2,195.5% | +3,238.2% |
| 10Y | +7,301.3% | -19.1% | +7,320.4% | +7,877.9% |
| All | +7,301.3% | -21.3% | +7,322.7% | +7,877.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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