+1,121.2%
STX vs APP
+357.9%
+763.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.2% |
| 3M | -8.2% | -42.6% | +34.4% | -0.5% |
| 6M | +127.0% | -33.6% | +160.6% | +138.2% |
| YTD | +209.1% | -52.4% | +261.6% | +237.7% |
| 1Y | +365.4% | -35.9% | +401.3% | +382.1% |
| 3Y | +1,135.4% | +642.2% | +493.2% | +687.7% |
| 5Y | +991.5% | +311.1% | +680.4% | +614.4% |
| All | +1,121.2% | +357.9% | +763.3% | +561.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling