+476.2%
STX vs APH
+289.4%
+186.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.3% | -1.8% |
| 7D | +14.6% | +4.9% | +9.7% | +10.9% |
| 30D | -26.0% | -5.4% | -20.6% | -22.3% |
| 3M | -42.6% | -5.5% | -37.2% | -40.0% |
| 6M | -35.3% | +25.9% | -61.2% | -43.6% |
| YTD | +92.5% | +16.4% | +76.1% | +67.4% |
| 1Y | +102.4% | +16.5% | +85.9% | +76.2% |
| 3Y | +673.8% | +270.9% | +403.0% | +161.5% |
| All | +476.2% | +289.4% | +186.8% | +82.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling