+2,071.0%
STX vs APO
+903.0%
+1,168.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +4.7% | +5.1% | +8.0% |
| 7D | -14.8% | +2.3% | -17.1% | -15.6% |
| 30D | -35.4% | +3.0% | -38.4% | -36.3% |
| 3M | -37.7% | -3.7% | -34.0% | -37.3% |
| 6M | -35.2% | -7.5% | -27.7% | -34.2% |
| YTD | +84.4% | -14.5% | +98.9% | +91.7% |
| 1Y | +82.3% | -6.2% | +88.4% | +82.2% |
| 3Y | +646.2% | +51.9% | +594.3% | +489.3% |
| 5Y | +487.4% | +76.5% | +411.0% | +322.1% |
| 10Y | +2,071.0% | +895.2% | +1,175.8% | +686.0% |
| All | +2,071.0% | +903.0% | +1,168.0% | +686.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling