+539.9%
STRL vs APTV
-54.7%
+594.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.6% | +7.9% | +4.8% |
| 7D | +10.1% | +2.0% | +8.1% | +9.3% |
| 30D | -8.2% | -7.7% | -0.5% | -5.7% |
| 3M | -43.7% | -34.0% | -9.7% | -35.4% |
| 6M | +27.1% | -37.1% | +64.2% | +48.3% |
| YTD | +64.0% | -39.9% | +103.9% | +93.1% |
| 1Y | +75.2% | -44.4% | +119.6% | +112.7% |
| 3Y | +539.9% | -54.5% | +594.4% | +736.3% |
| All | +539.9% | -54.7% | +594.6% | +736.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling