+673.8%
STX vs APA
+45.9%
+627.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.7% | -3.3% |
| 7D | +14.6% | +8.5% | +6.1% | +13.7% |
| 30D | -26.0% | +2.8% | -28.7% | -26.1% |
| 3M | -42.6% | +21.7% | -64.3% | -43.8% |
| 6M | -35.3% | +32.6% | -67.9% | -37.5% |
| YTD | +92.5% | +103.7% | -11.2% | +70.4% |
| 1Y | +102.4% | +101.8% | +0.6% | +78.9% |
| 3Y | +673.8% | +48.1% | +625.8% | +525.3% |
| All | +673.8% | +45.9% | +627.9% | +525.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling