+16,011.1%
STX vs APH
+6,826.5%
+9,184.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -47.8% | +50.3% | +30.6% |
| 7D | +0.2% | -48.7% | +49.0% | +29.2% |
| 30D | +1.4% | -51.9% | +53.3% | +36.6% |
| 3M | -8.2% | -43.6% | +35.3% | +12.4% |
| 6M | +127.0% | -37.5% | +164.6% | +157.4% |
| YTD | +209.1% | -38.6% | +247.8% | +245.8% |
| 1Y | +365.4% | -26.3% | +391.8% | +363.5% |
| 3Y | +1,135.4% | +89.2% | +1,046.2% | +546.8% |
| 5Y | +991.5% | +119.8% | +871.7% | +419.8% |
| 10Y | +3,695.8% | +454.3% | +3,241.6% | +885.4% |
| All | +16,011.1% | +6,826.5% | +9,184.6% | +976.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling