-2.2%
SHOP vs APO
+75.6%
-77.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.7% | -2.6% | -1.6% |
| 7D | -2.7% | +2.3% | -5.0% | -4.2% |
| 30D | -11.0% | +3.0% | -14.0% | -13.2% |
| 3M | +0.3% | -3.7% | +4.0% | +2.5% |
| 6M | +37.7% | -7.5% | +45.2% | +42.5% |
| YTD | -5.5% | -14.5% | +9.0% | +2.7% |
| 1Y | -0.2% | -6.2% | +5.9% | 0.0% |
| 3Y | +151.9% | +51.9% | +100.0% | +49.6% |
| 5Y | -2.2% | +76.5% | -78.7% | -55.1% |
| All | -2.2% | +75.6% | -77.8% | -55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling