+5,970.3%
STX vs APO
+1,518.9%
+4,451.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.7% | -1.0% |
| 7D | -28.5% | +0.8% | -29.3% | -29.0% |
| 30D | -42.9% | +1.0% | -44.0% | -43.4% |
| 3M | -45.9% | -8.4% | -37.5% | -44.6% |
| 6M | -41.3% | -9.1% | -32.2% | -40.1% |
| YTD | +67.9% | -18.3% | +86.3% | +77.3% |
| 1Y | +66.5% | -8.0% | +74.5% | +67.4% |
| 3Y | +588.0% | +47.1% | +540.9% | +454.9% |
| 5Y | +449.1% | +67.2% | +381.9% | +309.8% |
| 10Y | +1,982.8% | +871.8% | +1,111.0% | +638.2% |
| All | +5,970.3% | +1,518.9% | +4,451.5% | +1,559.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling