-26.3%
APH vs SHEL
+32.9%
-59.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.6% | -49.4% | -47.6% |
| 7D | -48.7% | +2.5% | -51.2% | -48.5% |
| 30D | -51.9% | +6.8% | -58.8% | -51.9% |
| 3M | -43.6% | +8.1% | -51.7% | -42.9% |
| 6M | -37.5% | +14.4% | -51.9% | -39.0% |
| YTD | -38.6% | +30.0% | -68.6% | -44.4% |
| 1Y | -26.3% | +33.3% | -59.7% | -33.6% |
| All | -26.3% | +32.9% | -59.2% | -33.6% |
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