-11.6%
SHOP vs APO
+0.2%
-11.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.8% | -5.2% |
| 7D | -10.6% | -1.0% | -9.6% | -10.3% |
| 30D | -18.3% | -0.4% | -17.9% | -18.0% |
| 3M | +14.8% | -0.9% | +15.7% | +15.0% |
| 6M | -5.0% | +22.1% | -27.2% | -13.7% |
| YTD | -21.2% | -8.4% | -12.9% | -18.9% |
| 1Y | -11.6% | -0.9% | -10.7% | -11.3% |
| All | -11.6% | +0.2% | -11.8% | -11.3% |
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