+73.2%
STX vs APA
+89.4%
-16.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.2% | +10.0% | +9.8% |
| 7D | -14.8% | -8.7% | -6.0% | -16.6% |
| 30D | -35.4% | -2.4% | -33.0% | -35.3% |
| 3M | -37.7% | +19.0% | -56.7% | -34.3% |
| 6M | -35.2% | +26.8% | -62.0% | -30.6% |
| YTD | +84.4% | +87.3% | -3.0% | +136.4% |
| All | +73.2% | +89.4% | -16.3% | +122.9% |
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