+112.0%
SYY vs APD
+162.9%
-50.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.0% | +2.5% |
| 7D | -0.2% | -4.6% | +4.4% | +1.7% |
| 30D | -2.7% | -4.2% | +1.5% | -1.1% |
| 3M | +5.9% | +5.0% | +0.9% | +3.3% |
| 6M | -2.3% | +8.9% | -11.3% | -6.4% |
| YTD | +13.1% | +21.9% | -8.8% | +2.9% |
| 1Y | +3.8% | +5.6% | -1.8% | -0.2% |
| 3Y | +26.7% | +6.9% | +19.9% | +17.0% |
| 5Y | +19.4% | +25.3% | -5.9% | -1.6% |
| 10Y | +112.0% | +169.1% | -57.1% | +17.6% |
| All | +112.0% | +162.9% | -50.9% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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