+11,074.4%
STX vs APO
+1,753.5%
+9,320.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -0.3% |
| 3M | -8.2% | +4.5% | -12.8% | -10.5% |
| 6M | +127.0% | +22.8% | +104.2% | +106.5% |
| YTD | +209.1% | -6.5% | +215.6% | +211.5% |
| 1Y | +365.4% | +0.8% | +364.6% | +350.8% |
| 3Y | +1,135.4% | +62.0% | +1,073.4% | +863.2% |
| 5Y | +991.5% | +138.2% | +853.3% | +614.5% |
| 10Y | +3,695.8% | +940.3% | +2,755.6% | +1,215.5% |
| All | +11,074.4% | +1,753.5% | +9,320.9% | +2,815.3% |
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