+381.8%
STX vs APA
+96.0%
+285.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.8% | +4.7% | +6.8% |
| 7D | +10.7% | -1.7% | +12.4% | +10.5% |
| 30D | +11.3% | +15.7% | -4.5% | +13.9% |
| 3M | +3.2% | +16.5% | -13.2% | +5.7% |
| 6M | +157.0% | +35.1% | +121.9% | +169.1% |
| YTD | +229.2% | +82.2% | +147.0% | +260.4% |
| 1Y | +381.8% | +102.5% | +279.4% | +428.1% |
| All | +381.8% | +96.0% | +285.9% | +428.1% |
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 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