+119,301.1%
APH vs SHEL
+2,363.6%
+116,937.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.0% | +5.1% | +4.4% |
| 7D | -5.9% | -8.8% | +2.9% | -3.7% |
| 30D | -14.8% | +2.3% | -17.1% | -15.4% |
| 3M | -12.4% | +11.6% | -24.0% | -15.0% |
| 6M | +8.1% | +15.7% | -7.6% | +3.5% |
| YTD | +10.9% | +38.6% | -27.6% | +1.0% |
| 1Y | +8.8% | +38.5% | -29.7% | -1.0% |
| 3Y | +262.1% | +66.9% | +195.2% | +212.8% |
| 5Y | +283.1% | +160.6% | +122.6% | +190.5% |
| 10Y | +908.1% | +214.1% | +694.0% | +601.6% |
| All | +119,301.1% | +2,363.6% | +116,937.5% | +81,517.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling