+24.6%
SYY vs APA
+45.9%
-21.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +1.1% |
| 7D | +0.3% | +8.5% | -8.2% | 0.0% |
| 30D | -4.8% | +2.8% | -7.6% | -4.9% |
| 3M | -7.1% | +21.7% | -28.8% | -7.9% |
| 6M | +6.8% | +32.6% | -25.8% | +5.4% |
| YTD | +7.7% | +103.7% | -96.0% | +2.7% |
| 1Y | +5.7% | +101.8% | -96.1% | +0.8% |
| 3Y | +24.6% | +48.1% | -23.5% | +17.7% |
| All | +24.6% | +45.9% | -21.4% | +17.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling