+2,071.0%
STX vs APH
+978.7%
+1,092.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +8.2% | +1.6% | +3.9% |
| 7D | -14.8% | +1.1% | -15.8% | -14.8% |
| 30D | -35.4% | -7.5% | -27.9% | -31.0% |
| 3M | -37.7% | -4.4% | -33.2% | -35.3% |
| 6M | -35.2% | +26.5% | -61.7% | -44.5% |
| YTD | +84.4% | +20.0% | +64.3% | +57.2% |
| 1Y | +82.3% | +16.9% | +65.4% | +59.1% |
| 3Y | +646.2% | +288.5% | +357.7% | +158.1% |
| 5Y | +487.4% | +310.3% | +177.1% | +93.8% |
| 10Y | +2,071.0% | +951.3% | +1,119.7% | +255.5% |
| All | +2,071.0% | +978.7% | +1,092.4% | +255.5% |
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 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