+119,301.1%
APH vs SYY
+3,158.3%
+116,142.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.2% | +2.0% | +3.4% |
| 7D | -5.9% | -7.3% | +1.3% | -3.9% |
| 30D | -14.8% | +0.1% | -14.9% | -15.4% |
| 3M | -12.4% | -8.2% | -4.2% | -10.5% |
| 6M | +8.1% | +6.3% | +1.8% | +4.6% |
| YTD | +10.9% | +7.3% | +3.6% | +6.7% |
| 1Y | +8.8% | +8.5% | +0.3% | +4.0% |
| 3Y | +262.1% | +24.9% | +237.1% | +224.2% |
| 5Y | +283.1% | +8.0% | +275.1% | +258.6% |
| 10Y | +908.1% | +107.2% | +800.9% | +613.4% |
| All | +119,301.1% | +3,158.3% | +116,142.8% | +48,315.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling