-6.1%
SHOP vs APO
-4.6%
-1.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -17.8% |
| 3M | -2.2% | -12.0% | +9.8% | +2.7% |
| 6M | +45.6% | -5.0% | +50.5% | +47.2% |
| YTD | -7.3% | -14.0% | +6.7% | +2.3% |
| 1Y | -6.1% | -5.9% | -0.1% | -5.7% |
| All | -6.1% | -4.6% | -1.5% | -5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling