+2,071.0%
STX vs APD
+192.6%
+1,878.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.0% | +7.7% | +8.9% |
| 7D | -14.8% | -1.6% | -13.2% | -14.0% |
| 30D | -35.4% | +10.6% | -46.0% | -38.3% |
| 3M | -37.7% | +2.5% | -40.2% | -38.6% |
| 6M | -35.2% | +6.0% | -41.2% | -37.7% |
| YTD | +84.4% | +28.4% | +55.9% | +60.3% |
| 1Y | +82.3% | +22.2% | +60.1% | +61.3% |
| 3Y | +646.2% | +26.6% | +619.7% | +526.9% |
| 5Y | +487.4% | +11.8% | +475.7% | +414.2% |
| 10Y | +2,071.0% | +187.8% | +1,883.3% | +823.4% |
| All | +2,071.0% | +192.6% | +1,878.5% | +823.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling