+4,267.1%
SYY vs APA
+815.8%
+3,451.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.9% | -0.8% |
| 7D | -2.3% | +0.5% | -2.8% | -2.4% |
| 30D | -4.9% | +23.4% | -28.3% | -8.1% |
| 3M | +8.4% | +12.7% | -4.3% | +6.0% |
| 6M | -7.4% | +39.4% | -46.8% | -12.9% |
| YTD | +11.0% | +79.0% | -68.0% | +0.1% |
| 1Y | -0.2% | +88.8% | -89.1% | -11.2% |
| 3Y | +23.8% | +6.4% | +17.4% | +17.0% |
| 5Y | +18.1% | +153.0% | -134.8% | -6.7% |
| 10Y | +94.6% | +7.5% | +87.0% | +46.2% |
| All | +4,267.1% | +815.8% | +3,451.4% | +2,422.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling