+123.8%
STX vs APO
-5.6%
+129.4%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +8.1% | -16.2% | -9.3% |
| 7D | -20.2% | +8.2% | -28.4% | -21.3% |
| 30D | -37.2% | +6.4% | -43.6% | -37.9% |
| 3M | -34.1% | -7.4% | -26.6% | -32.9% |
| 6M | -24.5% | -4.2% | -20.3% | -23.7% |
| YTD | +102.9% | -14.1% | +117.1% | +120.4% |
| 1Y | +123.8% | -4.4% | +128.2% | +134.8% |
| All | +123.8% | -5.6% | +129.4% | +134.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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