+2,064.8%
STX vs APH
+940.6%
+1,124.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.8% | +10.8% | +10.6% |
| 7D | -1.0% | +0.4% | -1.3% | -0.6% |
| 30D | -26.8% | -8.0% | -18.8% | -21.6% |
| 3M | -32.7% | -5.0% | -27.7% | -29.9% |
| 6M | -33.7% | +29.9% | -63.7% | -44.1% |
| YTD | +101.0% | +18.0% | +83.0% | +73.4% |
| 1Y | +92.7% | +11.3% | +81.4% | +74.0% |
| 3Y | +708.7% | +274.9% | +433.8% | +186.5% |
| 5Y | +504.0% | +300.6% | +203.4% | +102.2% |
| All | +2,064.8% | +940.6% | +1,124.1% | +242.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling