+5,548.4%
STX vs APTV
+145.2%
+5,403.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.2% | +8.6% | +9.3% |
| 7D | -14.8% | -9.8% | -5.0% | -11.3% |
| 30D | -35.4% | -8.9% | -26.5% | -33.0% |
| 3M | -37.7% | -19.5% | -18.2% | -32.5% |
| 6M | -35.2% | -31.1% | -4.1% | -26.9% |
| YTD | +84.4% | -47.5% | +131.9% | +128.5% |
| 1Y | +82.3% | -52.3% | +134.5% | +134.8% |
| 3Y | +646.2% | -45.2% | +691.4% | +770.6% |
| 5Y | +487.4% | -76.9% | +564.3% | +837.7% |
| 10Y | +2,071.0% | -25.1% | +2,096.1% | +1,756.7% |
| All | +5,548.4% | +145.2% | +5,403.2% | +2,250.2% |
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