+2,945.6%
SHOP vs APO
+961.5%
+1,984.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.8% | -5.1% |
| 7D | -10.6% | -1.0% | -9.6% | -10.0% |
| 30D | -18.3% | -0.4% | -17.9% | -18.2% |
| 3M | +14.8% | -0.9% | +15.7% | +14.0% |
| 6M | -5.0% | +22.1% | -27.2% | -17.6% |
| YTD | -21.2% | -8.4% | -12.9% | -19.0% |
| 1Y | -11.6% | -0.9% | -10.7% | -14.1% |
| 3Y | +101.2% | +56.1% | +45.1% | +50.6% |
| 5Y | -15.7% | +136.0% | -151.7% | -49.3% |
| All | +2,945.6% | +961.5% | +1,984.2% | +904.6% |
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