-4.9%
SHOP vs APA
+107.6%
-112.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -6.9% | +14.2% | +5.3% |
| 7D | -9.0% | -13.0% | +3.9% | -12.3% |
| 30D | -4.4% | +2.0% | -6.4% | -3.4% |
| 3M | +24.1% | +24.9% | -0.8% | +33.4% |
| 6M | +20.0% | +7.2% | +12.8% | +26.3% |
| YTD | -4.9% | +87.1% | -92.0% | +8.2% |
| 1Y | -4.9% | +107.2% | -112.1% | +11.2% |
| All | -4.9% | +107.6% | -112.5% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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