+16.4%
APH vs SHEL
+43.6%
-27.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.2% | -3.9% | -6.3% |
| 7D | -2.4% | -3.2% | +0.8% | -2.6% |
| 30D | -9.5% | +5.5% | -15.0% | -9.3% |
| 3M | -7.6% | +14.4% | -22.0% | -7.2% |
| 6M | +12.4% | +16.2% | -3.8% | +14.8% |
| YTD | +17.5% | +42.4% | -24.9% | +7.5% |
| 1Y | +16.4% | +43.3% | -26.9% | +6.3% |
| All | +16.4% | +43.6% | -27.2% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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