+273.5%
SHW vs APO
+936.6%
-663.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.4% |
| 7D | -4.5% | -4.9% | +0.4% | -3.1% |
| 30D | -12.7% | -8.4% | -4.3% | -10.6% |
| 3M | +4.7% | -2.1% | +6.7% | +4.9% |
| 6M | -3.4% | +19.2% | -22.7% | -8.8% |
| YTD | -1.3% | -10.5% | +9.2% | +0.5% |
| 1Y | -10.4% | -2.7% | -7.6% | -11.3% |
| 3Y | +20.1% | +52.5% | -32.4% | +0.8% |
| 5Y | +10.5% | +132.1% | -121.6% | -20.9% |
| All | +273.5% | +936.6% | -663.1% | +72.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling