+2,038.9%
STX vs APO
+821.0%
+1,217.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.7% |
| 7D | +16.8% | +3.5% | +13.4% | +15.4% |
| 30D | -27.0% | +4.4% | -31.4% | -28.5% |
| 3M | -37.9% | -12.1% | -25.8% | -35.1% |
| 6M | -32.5% | -7.2% | -25.3% | -31.4% |
| YTD | +98.6% | -15.1% | +113.7% | +107.0% |
| 1Y | +93.6% | -7.7% | +101.2% | +94.9% |
| 3Y | +699.1% | +49.6% | +649.5% | +535.3% |
| 5Y | +481.0% | +78.3% | +402.7% | +316.3% |
| All | +2,038.9% | +821.0% | +1,217.9% | +728.6% |
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