+955.2%
APH vs SYY
+86.7%
+868.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | 0.0% | -0.6% |
| 7D | -5.0% | +4.7% | -9.8% | -6.5% |
| 30D | -8.4% | -0.7% | -7.7% | -8.7% |
| 3M | -4.5% | -6.8% | +2.3% | -2.8% |
| 6M | +25.3% | +8.6% | +16.6% | +20.0% |
| YTD | +18.9% | +8.4% | +10.5% | +13.6% |
| 1Y | +11.9% | +7.1% | +4.8% | +7.2% |
| 3Y | +278.0% | +25.2% | +252.8% | +234.2% |
| 5Y | +306.4% | +13.0% | +293.5% | +271.7% |
| 10Y | +955.2% | +88.9% | +866.3% | +696.1% |
| All | +955.2% | +86.7% | +868.5% | +696.1% |
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