+500.0%
APP vs SYY
+9.8%
+490.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.2% | +7.7% | +9.4% |
| 7D | +71.2% | -7.3% | +78.5% | +73.5% |
| 30D | +39.1% | +0.1% | +39.0% | +38.3% |
| 3M | +16.5% | -8.2% | +24.8% | +18.3% |
| 6M | -16.6% | +6.3% | -22.8% | -18.9% |
| YTD | -41.9% | +7.3% | -49.3% | -44.6% |
| 1Y | -37.0% | +8.5% | -45.5% | -40.3% |
| 3Y | +892.4% | +24.9% | +867.5% | +739.5% |
| 5Y | +297.3% | +8.0% | +289.3% | +270.6% |
| All | +500.0% | +9.8% | +490.2% | +467.0% |
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