+132,206.3%
APH vs SYY
+3,269.6%
+128,936.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.1% | +1.3% |
| 7D | +5.0% | -2.3% | +7.3% | +5.8% |
| 30D | -3.9% | -4.9% | +1.1% | -2.3% |
| 3M | +13.0% | +8.4% | +4.6% | +9.5% |
| 6M | +25.2% | -7.4% | +32.5% | +27.3% |
| YTD | +22.9% | +11.0% | +11.9% | +17.7% |
| 1Y | +47.8% | -0.2% | +48.1% | +46.2% |
| 3Y | +283.0% | +23.8% | +259.3% | +246.4% |
| 5Y | +349.7% | +18.1% | +331.5% | +311.0% |
| 10Y | +1,061.2% | +94.6% | +966.6% | +743.9% |
| All | +132,206.3% | +3,269.6% | +128,936.7% | +53,321.7% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling