+41.4%
APH vs SYK
-27.4%
+68.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.1% | +2.5% | +4.7% |
| 7D | +1.4% | -9.1% | +10.5% | +0.6% |
| 30D | -1.2% | -20.6% | +19.4% | -3.2% |
| 3M | +10.3% | -9.6% | +19.9% | +8.2% |
| 6M | +25.2% | -19.9% | +45.1% | +21.5% |
| YTD | +24.6% | -21.2% | +45.8% | +19.9% |
| 1Y | +41.4% | -28.4% | +69.8% | +36.1% |
| All | +41.4% | -27.4% | +68.8% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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