+16,011.1%
STX vs APH
+14,788.5%
+1,222.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.5% | +5.8% |
| 7D | +2.4% | +5.0% | -2.6% | -0.9% |
| 30D | +1.4% | -3.9% | +5.3% | +4.2% |
| 3M | -8.2% | +13.0% | -21.2% | -14.3% |
| 6M | +127.0% | +25.2% | +101.9% | +96.0% |
| YTD | +209.1% | +22.9% | +186.2% | +163.4% |
| 1Y | +365.4% | +47.8% | +317.6% | +252.6% |
| 3Y | +1,135.4% | +283.0% | +852.4% | +389.3% |
| 5Y | +991.5% | +349.7% | +641.8% | +290.6% |
| 10Y | +3,695.8% | +1,061.2% | +2,634.6% | +629.4% |
| All | +16,011.1% | +14,788.5% | +1,222.6% | +685.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded APH 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling