+3,663.5%
SHOP vs APO
+847.3%
+2,816.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | -2.5% | +0.2% | -2.6% | -2.5% |
| 30D | -16.7% | +3.1% | -19.8% | -18.3% |
| 3M | -2.2% | -12.0% | +9.8% | +5.3% |
| 6M | +45.6% | -5.0% | +50.5% | +47.3% |
| YTD | -7.3% | -14.0% | +6.7% | -1.3% |
| 1Y | -6.1% | -5.9% | -0.1% | -5.3% |
| 3Y | +143.3% | +51.6% | +91.8% | +84.4% |
| 5Y | +0.2% | +80.8% | -80.6% | -32.0% |
| 10Y | +3,663.5% | +839.9% | +2,823.6% | +1,144.9% |
| All | +3,663.5% | +847.3% | +2,816.2% | +1,144.9% |
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