-39.3%
APP vs SHOP
-6.7%
-32.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.6% | 0.0% | -1.6% |
| 7D | +61.1% | +2.8% | +58.3% | +57.2% |
| 30D | +42.8% | -14.2% | +57.0% | +54.3% |
| 3M | +16.7% | -5.5% | +22.2% | +17.7% |
| 6M | -15.6% | +32.8% | -48.4% | -35.5% |
| YTD | -41.3% | -8.9% | -32.4% | -43.1% |
| 1Y | -39.3% | -7.7% | -31.6% | -41.7% |
| All | -39.3% | -6.7% | -32.6% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 SHOP 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