+1,972.8%
STX vs APTV
-27.4%
+2,000.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | +14.6% | -1.7% | +16.3% | +15.4% |
| 30D | -26.0% | -11.6% | -14.4% | -22.7% |
| 3M | -42.6% | -21.2% | -21.4% | -37.7% |
| 6M | -35.3% | -28.5% | -6.7% | -28.4% |
| YTD | +92.5% | -49.1% | +141.5% | +137.7% |
| 1Y | +102.4% | -52.2% | +154.6% | +156.0% |
| 3Y | +673.8% | -48.6% | +722.5% | +816.6% |
| 5Y | +463.1% | -77.3% | +540.3% | +771.3% |
| All | +1,972.8% | -27.4% | +2,000.2% | +2,037.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling