+596.2%
STX vs APH
+244.7%
+351.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -9.3% | -6.9% | -10.1% |
| 7D | -33.4% | -12.7% | -20.7% | -26.6% |
| 30D | -42.1% | -19.2% | -22.9% | -33.0% |
| 3M | -44.3% | -16.7% | -27.6% | -36.9% |
| 6M | -39.4% | +5.1% | -44.5% | -39.9% |
| YTD | +70.0% | +6.6% | +63.4% | +59.1% |
| 1Y | +70.2% | +3.9% | +66.3% | +62.6% |
| All | +596.2% | +244.7% | +351.5% | +187.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling