+8,844.7%
SHOP vs APO
+794.0%
+8,050.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.7% | -2.6% | -0.6% |
| 7D | -2.7% | +2.3% | -5.0% | -3.7% |
| 30D | -11.0% | +3.0% | -14.0% | -12.5% |
| 3M | +0.3% | -3.7% | +4.0% | +2.1% |
| 6M | +37.7% | -7.5% | +45.2% | +41.7% |
| YTD | -5.5% | -14.5% | +9.0% | +0.7% |
| 1Y | -0.2% | -6.2% | +5.9% | +0.8% |
| 3Y | +151.9% | +51.9% | +100.0% | +93.3% |
| 5Y | -2.2% | +76.5% | -78.7% | -31.3% |
| 10Y | +3,647.2% | +895.2% | +2,751.9% | +1,097.5% |
| All | +8,844.7% | +794.0% | +8,050.7% | +2,583.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling