+4,136.2%
SYY vs APA
+942.5%
+3,193.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.9% |
| 7D | +0.3% | +8.5% | -8.2% | -0.9% |
| 30D | -4.8% | +2.8% | -7.6% | -5.3% |
| 3M | -7.1% | +21.7% | -28.8% | -10.1% |
| 6M | +6.8% | +32.6% | -25.8% | +1.4% |
| YTD | +7.7% | +103.7% | -96.0% | -5.1% |
| 1Y | +5.7% | +101.8% | -96.1% | -6.8% |
| 3Y | +24.6% | +48.1% | -23.5% | +11.6% |
| 5Y | +15.6% | +91.9% | -76.3% | -4.3% |
| 10Y | +87.9% | +8.4% | +79.6% | +40.3% |
| All | +4,136.2% | +942.5% | +3,193.7% | +2,291.0% |
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