+365.4%
STX vs APA
+94.6%
+270.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.2% | +9.5% | +5.8% |
| 7D | +2.4% | +0.5% | +1.8% | +2.5% |
| 30D | +1.4% | +23.4% | -22.0% | +4.6% |
| 3M | -8.2% | +12.7% | -20.9% | -6.5% |
| 6M | +127.0% | +39.4% | +87.6% | +139.5% |
| YTD | +209.1% | +79.0% | +130.2% | +238.1% |
| 1Y | +365.4% | +88.8% | +276.6% | +405.4% |
| All | +365.4% | +94.6% | +270.8% | +405.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling