+1,659.1%
APO vs SYY
+327.6%
+1,331.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.2% |
| 7D | +5.8% | +0.3% | +5.4% | +5.6% |
| 30D | +8.9% | -4.8% | +13.7% | +11.5% |
| 3M | -13.6% | -7.1% | -6.6% | -10.7% |
| 6M | -5.4% | +6.8% | -12.2% | -9.3% |
| YTD | -13.6% | +7.7% | -21.3% | -19.3% |
| 1Y | -2.5% | +5.7% | -8.2% | -8.1% |
| 3Y | +50.9% | +24.6% | +26.3% | +27.6% |
| 5Y | +81.4% | +15.6% | +65.8% | +58.8% |
| 10Y | +843.9% | +87.9% | +756.0% | +479.5% |
| All | +1,659.1% | +327.6% | +1,331.5% | +527.2% |
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