+365.4%
STX vs AS
-21.9%
+387.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.6% | +2.8% | +5.8% |
| 7D | +2.4% | -4.9% | +7.2% | +3.1% |
| 30D | +1.4% | -19.6% | +21.0% | +4.6% |
| 3M | -8.2% | -14.4% | +6.2% | -7.2% |
| 6M | +127.0% | -20.1% | +147.1% | +130.8% |
| YTD | +209.1% | -20.9% | +230.1% | +211.7% |
| 1Y | +365.4% | -21.9% | +387.3% | +380.3% |
| All | +365.4% | -21.9% | +387.3% | +380.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling