-8.3%
SHOP vs APA
+96.0%
-104.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.8% | -9.4% | -7.2% |
| 7D | -4.1% | -1.7% | -2.4% | -4.4% |
| 30D | -11.5% | +15.7% | -27.3% | -9.0% |
| 3M | +21.1% | +16.5% | +4.6% | +25.8% |
| 6M | +3.0% | +35.1% | -32.1% | +6.9% |
| YTD | -16.7% | +82.2% | -98.9% | -13.5% |
| 1Y | -8.3% | +102.5% | -110.8% | -3.8% |
| All | -8.3% | +96.0% | -104.2% | -3.8% |
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