+365.4%
STX vs APP
-35.6%
+401.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.2% | +4.1% | +6.0% |
| 7D | +2.4% | +0.9% | +1.5% | +2.2% |
| 30D | +1.4% | -23.3% | +24.7% | +5.4% |
| 3M | -8.2% | -42.6% | +34.4% | +0.8% |
| 6M | +127.0% | -33.6% | +160.6% | +139.4% |
| YTD | +209.1% | -52.4% | +261.6% | +254.4% |
| 1Y | +365.4% | -35.9% | +401.3% | +425.2% |
| All | +365.4% | -35.6% | +401.0% | +425.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 APP 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