+391.7%
APP vs SYY
+13.5%
+378.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.5% | +2.5% |
| 7D | +0.9% | -2.3% | +3.2% | +1.5% |
| 30D | -23.3% | -4.9% | -18.3% | -22.3% |
| 3M | -42.6% | +8.4% | -51.0% | -44.1% |
| 6M | -33.6% | -7.4% | -26.3% | -32.7% |
| YTD | -52.4% | +11.0% | -63.4% | -54.7% |
| 1Y | -35.9% | -0.2% | -35.7% | -36.8% |
| 3Y | +642.2% | +23.8% | +618.4% | +541.7% |
| 5Y | +311.1% | +18.1% | +292.9% | +286.6% |
| All | +391.7% | +13.5% | +378.1% | +363.6% |
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