-7.7%
SHOP vs APH
+14.0%
-21.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.6% | -3.4% |
| 7D | +2.8% | -5.0% | +7.9% | +3.8% |
| 30D | -14.2% | -8.4% | -5.8% | -12.7% |
| 3M | -5.5% | -4.5% | -1.0% | -5.3% |
| 6M | +32.8% | +25.3% | +7.5% | +19.9% |
| YTD | -8.9% | +18.9% | -27.8% | -20.6% |
| 1Y | -7.7% | +11.9% | -19.7% | -15.5% |
| All | -7.7% | +14.0% | -21.7% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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