+6,057.1%
STX vs APTV
+142.1%
+5,915.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.4% | +10.4% | +10.1% |
| 7D | -1.0% | -8.9% | +7.9% | +3.0% |
| 30D | -26.8% | -9.5% | -17.2% | -23.9% |
| 3M | -32.7% | -20.6% | -12.1% | -26.7% |
| 6M | -33.7% | -28.9% | -4.9% | -26.0% |
| YTD | +101.0% | -48.2% | +149.2% | +150.3% |
| 1Y | +92.7% | -51.7% | +144.4% | +146.9% |
| 3Y | +708.7% | -48.1% | +756.8% | +865.0% |
| 5Y | +504.0% | -76.7% | +580.7% | +861.2% |
| 10Y | +2,108.4% | -25.6% | +2,134.0% | +1,792.7% |
| All | +6,057.1% | +142.1% | +5,915.0% | +2,474.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling