+43.9%
SHW vs APO
+52.4%
-8.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -2.1% | +0.2% | -2.3% | -2.2% |
| 30D | +11.1% | +3.1% | +8.0% | +10.3% |
| 3M | -2.2% | -12.0% | +9.8% | +0.2% |
| 6M | +14.3% | -5.0% | +19.3% | +15.0% |
| YTD | +10.6% | -14.0% | +24.6% | +13.4% |
| 1Y | +4.1% | -5.9% | +10.0% | +4.6% |
| All | +43.9% | +52.4% | -8.5% | +28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling