+291.1%
APH vs SYY
+26.8%
+264.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.1% | +1.1% |
| 7D | +5.0% | -2.3% | +7.3% | +5.3% |
| 30D | -3.9% | -4.9% | +1.1% | -3.1% |
| 3M | +13.0% | +8.4% | +4.6% | +10.8% |
| 6M | +25.2% | -7.4% | +32.5% | +25.9% |
| YTD | +22.9% | +11.0% | +11.9% | +20.9% |
| 1Y | +47.8% | -0.2% | +48.1% | +46.8% |
| All | +291.1% | +26.8% | +264.3% | +265.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling