+3,676.0%
STX vs APA
-0.7%
+3,676.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.8% | +4.7% | +6.2% |
| 7D | +10.7% | -1.7% | +12.4% | +11.0% |
| 30D | +11.3% | +15.7% | -4.5% | +8.5% |
| 3M | +3.2% | +16.5% | -13.2% | +0.2% |
| 6M | +157.0% | +35.1% | +121.9% | +141.7% |
| YTD | +229.2% | +82.2% | +147.0% | +192.6% |
| 1Y | +381.8% | +102.5% | +279.4% | +317.9% |
| 3Y | +1,383.2% | +10.3% | +1,372.9% | +1,283.0% |
| 5Y | +1,144.9% | +166.1% | +978.8% | +884.0% |
| 10Y | +3,676.0% | -4.9% | +3,680.9% | +3,057.1% |
| All | +3,676.0% | -0.7% | +3,676.7% | +3,057.1% |
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