+132,206.2%
APH vs SYK
+8,913.1%
+123,293.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.4% | +1.3% |
| 7D | +5.0% | -8.3% | +13.3% | +7.7% |
| 30D | -3.9% | -10.1% | +6.2% | -0.9% |
| 3M | +13.0% | +0.9% | +12.1% | +11.4% |
| 6M | +25.2% | -20.2% | +45.3% | +32.3% |
| YTD | +22.9% | -13.3% | +36.2% | +26.3% |
| 1Y | +47.8% | -22.3% | +70.2% | +56.8% |
| 3Y | +283.0% | +9.7% | +273.3% | +262.7% |
| 5Y | +349.7% | +15.4% | +334.2% | +316.8% |
| 10Y | +1,061.2% | +192.9% | +868.4% | +724.4% |
| All | +132,206.2% | +8,913.1% | +123,293.1% | +51,401.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling