+381.8%
STX vs APO
+1.0%
+380.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.4% | +7.9% | +6.7% |
| 7D | +10.7% | +0.1% | +10.7% | +10.7% |
| 30D | +11.3% | +3.9% | +7.4% | +10.3% |
| 3M | +3.2% | +3.8% | -0.5% | +2.7% |
| 6M | +157.0% | +22.3% | +134.7% | +146.2% |
| YTD | +229.2% | -7.8% | +237.0% | +230.8% |
| 1Y | +381.8% | -0.3% | +382.2% | +398.4% |
| All | +381.8% | +1.0% | +380.8% | +398.4% |
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