+9,370.2%
STX vs APTV
+194.6%
+9,175.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.1% | +3.3% | +5.2% |
| 7D | +2.4% | +4.8% | -2.5% | +0.5% |
| 30D | +1.4% | +2.0% | -0.6% | +0.3% |
| 3M | -8.2% | -34.2% | +26.0% | +6.7% |
| 6M | +127.0% | -34.7% | +161.7% | +160.3% |
| YTD | +209.1% | -37.0% | +246.1% | +258.0% |
| 1Y | +365.4% | -40.4% | +405.8% | +451.4% |
| 3Y | +1,135.4% | -54.1% | +1,189.5% | +1,455.2% |
| 5Y | +991.5% | -68.0% | +1,059.5% | +1,434.6% |
| 10Y | +3,695.8% | -15.5% | +3,711.3% | +3,022.4% |
| All | +9,370.2% | +194.6% | +9,175.6% | +3,581.5% |
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