+132.1%
APO vs SHAK
-27.4%
+159.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.3% | -1.8% |
| 7D | -4.9% | -11.0% | +6.1% | -2.0% |
| 30D | -8.4% | -14.0% | +5.6% | -4.8% |
| 3M | -2.1% | +13.3% | -15.3% | -6.2% |
| 6M | +19.2% | -35.3% | +54.6% | +30.1% |
| YTD | -10.5% | -24.0% | +13.5% | -7.3% |
| 1Y | -2.7% | -36.7% | +34.0% | +5.9% |
| 3Y | +52.5% | -5.4% | +57.8% | +40.4% |
| 5Y | +132.1% | -24.9% | +157.0% | +119.2% |
| All | +132.1% | -27.4% | +159.5% | +119.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 5y: compounded portfolio wealth divided by compounded SHAK 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…
5y analysis · Full analysis span regression · 6 months rolling