+123.8%
STX vs APP
-56.9%
+180.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +10.7% | -18.8% | -9.8% |
| 7D | -20.2% | +4.5% | -24.7% | -20.8% |
| 30D | -37.2% | -3.6% | -33.6% | -36.9% |
| 3M | -34.1% | -35.3% | +1.2% | -30.0% |
| 6M | -24.5% | -42.8% | +18.3% | -18.2% |
| YTD | +102.9% | -59.7% | +162.6% | +143.8% |
| 1Y | +123.8% | -55.4% | +179.2% | +150.5% |
| All | +123.8% | -56.9% | +180.7% | +150.5% |
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