+951.3%
APH vs SYY
+92.1%
+859.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.0% | +6.2% | +7.5% |
| 7D | +1.1% | -4.1% | +5.2% | +2.2% |
| 30D | -7.5% | +0.3% | -7.8% | -8.2% |
| 3M | -4.4% | -6.3% | +1.9% | -2.9% |
| 6M | +26.5% | +9.7% | +16.8% | +20.8% |
| YTD | +20.0% | +9.4% | +10.6% | +14.3% |
| 1Y | +16.9% | +7.3% | +9.6% | +11.9% |
| 3Y | +288.5% | +27.6% | +260.9% | +241.1% |
| 5Y | +310.3% | +12.5% | +297.7% | +275.8% |
| 10Y | +951.3% | +87.4% | +863.9% | +687.8% |
| All | +951.3% | +92.1% | +859.2% | +687.8% |
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