+3,621.5%
STX vs APTV
-21.3%
+3,642.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.7% | +0.6% | -1.1% |
| 7D | +9.6% | -1.2% | +10.7% | +9.8% |
| 30D | +10.6% | -10.6% | +21.2% | +14.9% |
| 3M | +4.8% | -35.0% | +39.8% | +20.6% |
| 6M | +137.3% | -38.9% | +176.2% | +175.6% |
| YTD | +222.5% | -41.5% | +264.0% | +279.2% |
| 1Y | +366.2% | -45.8% | +412.0% | +464.6% |
| 3Y | +1,352.9% | -55.7% | +1,408.6% | +1,717.6% |
| 5Y | +1,077.4% | -70.1% | +1,147.6% | +1,547.8% |
| 10Y | +3,621.5% | -19.1% | +3,640.6% | +3,614.9% |
| All | +3,621.5% | -21.3% | +3,642.8% | +3,614.9% |
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