+3,647.2%
SHOP vs APA
+0.9%
+3,646.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | -2.7% | -8.7% | +6.1% | -1.5% |
| 30D | -11.0% | -2.4% | -8.6% | -10.9% |
| 3M | +0.3% | +19.0% | -18.7% | -2.7% |
| 6M | +37.7% | +26.8% | +10.9% | +31.5% |
| YTD | -5.5% | +87.3% | -92.9% | -16.2% |
| 1Y | -0.2% | +92.3% | -92.5% | -12.1% |
| 3Y | +151.9% | +37.3% | +114.6% | +127.2% |
| 5Y | -2.2% | +73.2% | -75.4% | -15.8% |
| 10Y | +3,647.2% | -0.9% | +3,648.0% | +3,031.0% |
| All | +3,647.2% | +0.9% | +3,646.3% | +3,031.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling