+3,781.0%
SHOP vs APO
+837.1%
+2,943.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.8% |
| 7D | -1.2% | +5.8% | -7.0% | -4.5% |
| 30D | -14.7% | +8.9% | -23.6% | -19.0% |
| 3M | -7.2% | -13.6% | +6.4% | +1.0% |
| 6M | +54.2% | -5.4% | +59.6% | +56.5% |
| YTD | -8.6% | -13.6% | +5.0% | -3.0% |
| 1Y | +0.5% | -2.5% | +3.0% | -0.9% |
| 3Y | +135.9% | +50.9% | +85.1% | +79.3% |
| 5Y | -11.9% | +81.4% | -93.3% | -40.3% |
| All | +3,781.0% | +837.1% | +2,943.9% | +1,208.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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