+635.3%
STX vs APTV
-45.9%
+681.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.6% |
| 7D | -17.3% | -4.3% | -13.0% | -16.1% |
| 30D | -35.9% | -9.7% | -26.3% | -34.0% |
| 3M | -37.3% | -20.6% | -16.8% | -33.3% |
| 6M | -35.8% | -31.7% | -4.1% | -29.2% |
| YTD | +82.7% | -48.0% | +130.7% | +117.7% |
| 1Y | +71.6% | -52.1% | +123.7% | +110.6% |
| 3Y | +635.3% | -47.9% | +683.2% | +735.7% |
| All | +635.3% | -45.9% | +681.1% | +735.7% |
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