+8,524.1%
SHOP vs APTV
-42.7%
+8,566.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.2% |
| 7D | +2.8% | -4.3% | +7.1% | +5.1% |
| 30D | -14.2% | -9.7% | -4.5% | -9.7% |
| 3M | -5.5% | -20.6% | +15.0% | +5.5% |
| 6M | +32.8% | -31.7% | +64.5% | +54.6% |
| YTD | -8.9% | -48.0% | +39.1% | +21.1% |
| 1Y | -7.7% | -52.1% | +44.3% | +27.6% |
| 3Y | +139.0% | -47.9% | +186.9% | +206.2% |
| 5Y | -0.5% | -76.9% | +76.4% | +83.0% |
| 10Y | +3,557.0% | -26.7% | +3,583.7% | +3,851.3% |
| All | +8,524.1% | -42.7% | +8,566.8% | +10,586.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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