+71.6%
STX vs APH
+14.0%
+57.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.2% |
| 7D | -17.3% | -5.0% | -12.2% | -13.9% |
| 30D | -35.9% | -8.4% | -27.6% | -31.8% |
| 3M | -37.3% | -4.5% | -32.8% | -35.0% |
| 6M | -35.8% | +25.3% | -61.1% | -41.2% |
| YTD | +82.7% | +18.9% | +63.8% | +39.9% |
| 1Y | +71.6% | +11.9% | +59.7% | +42.3% |
| All | +71.6% | +14.0% | +57.6% | +42.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling