+6.8%
SYY vs APA
+31.7%
-24.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +1.2% |
| 7D | +0.3% | +8.5% | -8.2% | +0.7% |
| 30D | -4.8% | +2.8% | -7.6% | -4.5% |
| 3M | -7.1% | +21.7% | -28.8% | -5.7% |
| 6M | +6.8% | +32.6% | -25.8% | +8.7% |
| All | +6.8% | +31.7% | -24.9% | +8.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling