+111.5%
SYY vs APA
-2.8%
+114.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.0% |
| 7D | +1.5% | +0.8% | +0.7% | +1.4% |
| 30D | -2.3% | +9.6% | -11.9% | -4.1% |
| 3M | +5.5% | +18.0% | -12.5% | +1.8% |
| 6M | -1.0% | +41.9% | -42.8% | -8.6% |
| YTD | +14.1% | +86.3% | -72.2% | -0.5% |
| 1Y | +5.6% | +97.9% | -92.3% | -9.6% |
| 3Y | +27.9% | +12.8% | +15.1% | +18.3% |
| 5Y | +22.7% | +177.2% | -154.5% | -12.9% |
| All | +111.5% | -2.8% | +114.3% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 10y: compounded portfolio wealth divided by compounded APA 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…
10y analysis · Full analysis span regression · 6 months rolling