+8,434.7%
SHOP vs APO
+877.9%
+7,556.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.2% |
| 7D | -5.1% | -1.0% | -4.1% | -4.5% |
| 30D | +0.6% | +3.5% | -2.9% | -1.6% |
| 3M | +25.0% | +4.5% | +20.5% | +20.2% |
| 6M | +11.9% | +22.8% | -10.9% | -2.8% |
| YTD | -9.9% | -6.5% | -3.4% | -8.5% |
| 1Y | 0.0% | +0.8% | -0.9% | -3.8% |
| 3Y | +117.5% | +62.0% | +55.5% | +61.1% |
| 5Y | -6.6% | +138.2% | -144.9% | -43.0% |
| 10Y | +3,320.3% | +940.3% | +2,380.1% | +958.3% |
| All | +8,434.7% | +877.9% | +7,556.8% | +2,337.2% |
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