+1,384.2%
SHW vs APO
+1,604.8%
-220.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -2.1% | +0.2% | -2.3% | -2.1% |
| 30D | +11.1% | +3.1% | +8.0% | +10.3% |
| 3M | -2.2% | -12.0% | +9.8% | +1.0% |
| 6M | +14.3% | -5.0% | +19.3% | +15.3% |
| YTD | +10.6% | -14.0% | +24.6% | +13.6% |
| 1Y | +4.1% | -5.9% | +10.0% | +4.3% |
| 3Y | +42.9% | +51.6% | -8.7% | +22.4% |
| 5Y | +14.2% | +80.8% | -66.6% | -9.2% |
| 10Y | +346.7% | +839.9% | -493.2% | +127.1% |
| All | +1,384.2% | +1,604.8% | -220.6% | +546.7% |
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 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