+381.8%
STX vs APD
+5.6%
+376.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.2% | +7.7% | +6.3% |
| 7D | +10.7% | -2.5% | +13.2% | +10.3% |
| 30D | +11.3% | -1.9% | +13.2% | +11.0% |
| 3M | +3.2% | +8.2% | -5.0% | +4.0% |
| 6M | +157.0% | +10.7% | +146.2% | +161.7% |
| YTD | +229.2% | +22.9% | +206.3% | +244.7% |
| 1Y | +381.8% | +5.8% | +376.1% | +415.2% |
| All | +381.8% | +5.6% | +376.2% | +415.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling