+930.0%
APH vs SYY
+88.7%
+841.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.9% | -2.1% |
| 7D | +4.9% | +0.3% | +4.6% | +4.8% |
| 30D | -5.4% | -4.8% | -0.6% | -4.3% |
| 3M | -5.5% | -7.1% | +1.6% | -3.7% |
| 6M | +25.9% | +6.8% | +19.1% | +21.4% |
| YTD | +16.4% | +7.7% | +8.7% | +11.4% |
| 1Y | +16.5% | +5.7% | +10.8% | +12.1% |
| 3Y | +270.9% | +24.6% | +246.3% | +228.4% |
| 5Y | +289.5% | +15.6% | +273.9% | +253.2% |
| All | +930.0% | +88.7% | +841.3% | +677.2% |
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