+1,278.0%
AAPL vs SYY
+116.5%
+1,161.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.7% | +1.4% |
| 7D | +3.8% | +3.9% | -0.1% | +2.6% |
| 30D | +9.9% | -1.7% | +11.7% | +10.5% |
| 3M | +12.5% | +5.2% | +7.3% | +10.7% |
| 6M | +27.6% | -0.2% | +27.8% | +26.8% |
| YTD | +22.6% | +15.4% | +7.2% | +15.9% |
| 1Y | +45.0% | +5.6% | +39.4% | +40.8% |
| 3Y | +87.8% | +28.9% | +58.9% | +69.6% |
| 5Y | +128.7% | +24.1% | +104.6% | +109.4% |
| All | +1,278.0% | +116.5% | +1,161.5% | +990.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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