+61,451.9%
APH vs SYY
+3,269.6%
+58,182.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.3% | -46.5% | -47.4% |
| 7D | -48.7% | -2.9% | -45.8% | -48.0% |
| 30D | -51.9% | -4.9% | -47.0% | -50.9% |
| 3M | -43.6% | +8.4% | -51.9% | -45.1% |
| 6M | -37.5% | -7.4% | -30.2% | -36.2% |
| YTD | -38.6% | +11.0% | -49.6% | -41.0% |
| 1Y | -26.3% | -0.2% | -26.1% | -26.9% |
| 3Y | +89.2% | +23.8% | +65.4% | +71.8% |
| 5Y | +119.8% | +18.1% | +101.7% | +101.7% |
| 10Y | +454.3% | +94.6% | +359.7% | +304.4% |
| All | +61,451.9% | +3,269.6% | +58,182.4% | +24,852.8% |
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 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