+188.8%
SHEL vs APO
+132.8%
+56.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | +4.1% | -3.5% | +7.6% | +4.8% |
| 30D | +8.4% | -6.6% | +14.9% | +9.6% |
| 3M | +13.7% | -3.3% | +17.0% | +14.0% |
| 6M | +12.7% | +22.6% | -9.9% | +7.3% |
| YTD | +35.3% | -9.8% | +45.1% | +36.9% |
| 1Y | +39.4% | -3.9% | +43.2% | +38.5% |
| 3Y | +71.5% | +52.5% | +19.0% | +47.3% |
| All | +188.8% | +132.8% | +56.0% | +109.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling