+1,019.5%
STX vs APA
+156.4%
+863.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.2% | +9.5% | +6.9% |
| 7D | +2.4% | +0.5% | +1.8% | +2.2% |
| 30D | +1.4% | +23.4% | -22.0% | -2.5% |
| 3M | -8.2% | +12.7% | -20.9% | -10.6% |
| 6M | +127.0% | +39.4% | +87.6% | +109.9% |
| YTD | +209.1% | +79.0% | +130.2% | +169.4% |
| 1Y | +365.4% | +88.8% | +276.6% | +296.9% |
| 3Y | +1,135.4% | +6.4% | +1,129.0% | +1,041.7% |
| All | +1,019.5% | +156.4% | +863.1% | +689.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling