+78.7%
APO vs SYY
+15.0%
+63.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.3% |
| 7D | +5.8% | +0.3% | +5.4% | +5.6% |
| 30D | +8.9% | -4.8% | +13.7% | +10.9% |
| 3M | -13.6% | -7.1% | -6.6% | -11.3% |
| 6M | -5.4% | +6.8% | -12.2% | -8.6% |
| YTD | -13.6% | +7.7% | -21.3% | -19.1% |
| 1Y | -2.5% | +5.7% | -8.2% | -7.9% |
| 3Y | +50.9% | +24.6% | +26.3% | +25.7% |
| All | +78.7% | +15.0% | +63.7% | +55.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling