-37.0%
APP vs SHOP
-8.3%
-28.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.6% | +6.3% | +7.9% |
| 7D | +71.2% | -5.4% | +76.7% | +74.2% |
| 30D | +39.1% | -10.3% | +49.4% | +46.3% |
| 3M | +16.5% | +1.0% | +15.6% | +12.8% |
| 6M | -16.6% | +41.2% | -57.8% | -39.1% |
| YTD | -41.9% | -7.5% | -34.4% | -44.0% |
| 1Y | -37.0% | -4.6% | -32.5% | -40.5% |
| All | -37.0% | -8.3% | -28.7% | -40.5% |
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