+1,184.4%
STX vs AR
+40.7%
+1,143.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.7% | +7.1% | +6.4% |
| 7D | +2.4% | +2.5% | -0.1% | +2.0% |
| 30D | +1.4% | +14.8% | -13.4% | -0.6% |
| 3M | -8.2% | +6.2% | -14.4% | -9.1% |
| 6M | +127.0% | +4.3% | +122.7% | +124.1% |
| YTD | +209.1% | +14.4% | +194.8% | +198.3% |
| 1Y | +365.4% | +21.3% | +344.1% | +341.7% |
| All | +1,184.4% | +40.7% | +1,143.6% | +1,102.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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