-26.4%
APP vs SHOP
-4.4%
-22.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.8% |
| 7D | +4.6% | -1.2% | +5.8% | +5.4% |
| 30D | +56.0% | -14.7% | +70.8% | +69.6% |
| 3M | +30.8% | -7.2% | +38.1% | +33.6% |
| 6M | -9.8% | +54.2% | -64.0% | -38.4% |
| YTD | -39.3% | -8.6% | -30.7% | -41.3% |
| 1Y | -26.4% | +0.5% | -27.0% | -30.5% |
| All | -26.4% | -4.4% | -22.1% | -30.5% |
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