+3,557.0%
SHOP vs APA
+0.4%
+3,556.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.3% | -4.9% | -3.8% |
| 7D | +2.8% | -5.5% | +8.4% | +3.5% |
| 30D | -14.2% | -1.2% | -13.0% | -14.2% |
| 3M | -5.5% | +10.6% | -16.1% | -7.4% |
| 6M | +32.8% | +28.4% | +4.4% | +26.6% |
| YTD | -8.9% | +89.7% | -98.7% | -19.4% |
| 1Y | -7.7% | +90.6% | -98.3% | -18.5% |
| 3Y | +139.0% | +36.9% | +102.1% | +115.6% |
| 5Y | -0.5% | +83.2% | -83.8% | -15.0% |
| 10Y | +3,557.0% | -0.1% | +3,557.1% | +2,956.7% |
| All | +3,557.0% | +0.4% | +3,556.7% | +2,956.7% |
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