+11.9%
APH vs SHEL
+33.4%
-21.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -1.0% |
| 7D | -5.0% | -6.7% | +1.6% | -5.4% |
| 30D | -8.4% | -2.9% | -5.5% | -8.5% |
| 3M | -4.5% | +9.1% | -13.6% | -4.1% |
| 6M | +25.3% | +17.9% | +7.4% | +26.7% |
| YTD | +18.9% | +36.0% | -17.1% | +9.2% |
| 1Y | +11.9% | +31.8% | -19.8% | +1.3% |
| All | +11.9% | +33.4% | -21.5% | +1.3% |
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