+37.0%
SHEL vs APO
-3.6%
+40.6%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +0.3% |
| 7D | +3.9% | -4.9% | +8.8% | +3.8% |
| 30D | +7.0% | -8.4% | +15.4% | +6.8% |
| 3M | +12.5% | -2.1% | +14.5% | +12.4% |
| 6M | +14.8% | +19.2% | -4.5% | +14.3% |
| YTD | +34.2% | -10.5% | +44.7% | +36.3% |
| 1Y | +37.0% | -2.7% | +39.7% | +37.4% |
| All | +37.0% | -3.6% | +40.6% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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