+45.0%
AAPL vs SYY
+6.6%
+38.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.7% | +1.7% |
| 7D | +3.8% | +3.9% | -0.1% | +3.6% |
| 30D | +9.9% | -1.7% | +11.7% | +10.0% |
| 3M | +12.5% | +5.2% | +7.3% | +12.0% |
| 6M | +27.6% | -0.2% | +27.8% | +26.4% |
| YTD | +22.6% | +15.4% | +7.2% | +20.8% |
| 1Y | +45.0% | +5.6% | +39.4% | +43.3% |
| All | +45.0% | +6.6% | +38.4% | +43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling