-9.3%
SHOP vs APO
+134.3%
-143.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.4% | -6.2% | -6.5% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | -11.5% | +3.9% | -15.4% | -14.3% |
| 3M | +21.1% | +3.8% | +17.3% | +15.1% |
| 6M | +3.0% | +22.3% | -19.3% | -15.4% |
| YTD | -16.7% | -7.8% | -8.9% | -14.2% |
| 1Y | -8.3% | -0.3% | -8.0% | -13.0% |
| 3Y | +112.8% | +57.1% | +55.7% | +28.8% |
| 5Y | -9.3% | +137.0% | -146.2% | -63.9% |
| All | -9.3% | +134.3% | -143.6% | -63.9% |
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 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