-28.4%
SYK vs APD
+3.9%
-32.3%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.8% | +2.2% |
| 7D | -9.1% | -3.3% | -5.8% | -8.5% |
| 30D | -20.6% | -4.2% | -16.5% | -20.0% |
| 3M | -9.6% | +5.4% | -15.0% | -9.9% |
| 6M | -19.9% | +6.3% | -26.1% | -20.5% |
| YTD | -21.2% | +20.3% | -41.5% | -24.5% |
| 1Y | -28.4% | +1.6% | -30.0% | -26.2% |
| All | -28.4% | +3.9% | -32.3% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 2025-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded APD 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling