+3,003.4%
SHOP vs APA
-0.7%
+3,004.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.8% | -9.4% | -7.8% |
| 7D | -4.1% | -1.7% | -2.4% | -3.9% |
| 30D | -11.5% | +15.7% | -27.3% | -13.5% |
| 3M | +21.1% | +16.5% | +4.6% | +17.6% |
| 6M | +3.0% | +35.1% | -32.1% | -3.1% |
| YTD | -16.7% | +82.2% | -98.9% | -25.6% |
| 1Y | -8.3% | +102.5% | -110.8% | -19.9% |
| 3Y | +112.8% | +10.3% | +102.5% | +98.4% |
| 5Y | -9.3% | +166.1% | -175.4% | -25.7% |
| 10Y | +3,003.4% | -4.9% | +3,008.3% | +2,554.5% |
| All | +3,003.4% | -0.7% | +3,004.1% | +2,554.5% |
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 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