+3,476.8%
STX vs APO
+936.6%
+2,540.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.3% | -1.7% |
| 7D | +8.0% | -4.9% | +12.9% | +10.1% |
| 30D | +5.1% | -8.4% | +13.5% | +8.5% |
| 3M | +5.8% | -2.1% | +7.8% | +5.9% |
| 6M | +124.9% | +19.2% | +105.7% | +106.4% |
| YTD | +213.9% | -10.5% | +224.4% | +222.0% |
| 1Y | +350.4% | -2.7% | +353.1% | +342.2% |
| 3Y | +1,314.2% | +52.5% | +1,261.7% | +1,018.2% |
| 5Y | +1,092.8% | +132.1% | +960.7% | +674.1% |
| All | +3,476.8% | +936.6% | +2,540.2% | +1,112.9% |
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