+1,335.2%
STX vs APA
+8.0%
+1,327.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.2% | +9.5% | +6.6% |
| 7D | +2.4% | +0.5% | +1.8% | +2.3% |
| 30D | +1.4% | +23.4% | -22.0% | -1.1% |
| 3M | -8.2% | +12.7% | -20.9% | -9.6% |
| 6M | +127.0% | +39.4% | +87.6% | +114.7% |
| YTD | +209.1% | +79.0% | +130.2% | +178.9% |
| 1Y | +365.4% | +88.8% | +276.6% | +311.6% |
| All | +1,335.2% | +8.0% | +1,327.2% | +1,061.0% |
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