+1,019.5%
STX vs APO
+138.1%
+881.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +7.0% | +6.6% |
| 7D | +2.4% | -1.0% | +3.4% | +2.7% |
| 30D | +1.4% | +3.5% | -2.1% | -0.5% |
| 3M | -8.2% | +4.5% | -12.8% | -10.7% |
| 6M | +127.0% | +22.8% | +104.2% | +104.2% |
| YTD | +209.1% | -6.5% | +215.6% | +212.5% |
| 1Y | +365.4% | +0.8% | +364.6% | +349.7% |
| 3Y | +1,135.4% | +62.0% | +1,073.4% | +799.1% |
| All | +1,019.5% | +138.1% | +881.4% | +550.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling