+93.6%
STX vs APA
+101.2%
-7.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.2% | -0.8% |
| 7D | +16.8% | +9.6% | +7.2% | +18.8% |
| 30D | -27.0% | -0.2% | -26.8% | -27.0% |
| 3M | -37.9% | +19.8% | -57.7% | -34.6% |
| 6M | -32.5% | +30.1% | -62.6% | -27.5% |
| YTD | +98.6% | +100.4% | -1.8% | +160.8% |
| 1Y | +93.6% | +105.2% | -11.6% | +159.2% |
| All | +93.6% | +101.2% | -7.6% | +159.2% |
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