-39.3%
APP vs SYY
+6.3%
-45.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.6% | -3.7% |
| 7D | +61.1% | +4.7% | +56.3% | +62.2% |
| 30D | +42.8% | -0.7% | +43.4% | +42.2% |
| 3M | +16.7% | -6.8% | +23.5% | +15.4% |
| 6M | -15.6% | +8.6% | -24.2% | -15.4% |
| YTD | -41.3% | +8.4% | -49.7% | -37.8% |
| 1Y | -39.3% | +7.1% | -46.4% | -36.8% |
| All | -39.3% | +6.3% | -45.5% | -36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling