0.0%
SHOP vs APA
+94.6%
-94.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.6% | -1.1% |
| 7D | -5.1% | +0.5% | -5.6% | -5.0% |
| 30D | +0.6% | +23.4% | -22.8% | +4.7% |
| 3M | +25.0% | +12.7% | +12.3% | +29.2% |
| 6M | +11.9% | +39.4% | -27.5% | +15.8% |
| YTD | -9.9% | +79.0% | -88.8% | -6.6% |
| 1Y | 0.0% | +88.8% | -88.9% | +4.5% |
| All | 0.0% | +94.6% | -94.7% | +4.5% |
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