+50.8%
APH vs SYY
+0.3%
+50.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.1% | +1.1% |
| 7D | +5.0% | -2.3% | +7.3% | +5.4% |
| 30D | -3.9% | -4.9% | +1.1% | -2.9% |
| 3M | +13.0% | +8.4% | +4.6% | +9.7% |
| 6M | +25.2% | -7.4% | +32.5% | +26.4% |
| YTD | +22.9% | +11.0% | +11.9% | +22.9% |
| All | +50.8% | +0.3% | +50.5% | +46.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling