+2,071.0%
STX vs APA
+0.9%
+2,070.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.2% | +10.0% | +9.8% |
| 7D | -14.8% | -8.7% | -6.0% | -13.5% |
| 30D | -35.4% | -2.4% | -33.0% | -35.1% |
| 3M | -37.7% | +19.0% | -56.7% | -39.7% |
| 6M | -35.2% | +26.8% | -62.0% | -38.2% |
| YTD | +84.4% | +87.3% | -3.0% | +62.8% |
| 1Y | +82.3% | +92.3% | -10.0% | +59.7% |
| 3Y | +646.2% | +37.3% | +609.0% | +570.9% |
| 5Y | +487.4% | +73.2% | +414.2% | +395.6% |
| 10Y | +2,071.0% | -0.9% | +2,071.9% | +1,731.0% |
| All | +2,071.0% | +0.9% | +2,070.2% | +1,731.0% |
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