+1,383.2%
STX vs APTV
-54.7%
+1,437.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.6% | +11.1% | +7.7% |
| 7D | +10.7% | +2.0% | +8.8% | +10.0% |
| 30D | +11.3% | -7.7% | +19.0% | +13.5% |
| 3M | +3.2% | -34.0% | +37.2% | +15.1% |
| 6M | +157.0% | -37.1% | +194.1% | +188.7% |
| YTD | +229.2% | -39.9% | +269.1% | +273.8% |
| 1Y | +381.8% | -44.4% | +426.3% | +461.6% |
| 3Y | +1,383.2% | -54.5% | +1,437.7% | +1,552.1% |
| All | +1,383.2% | -54.7% | +1,437.9% | +1,552.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling