+26.3%
SYY vs APTV
-56.4%
+82.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.7% | +4.8% | +2.5% |
| 7D | -0.2% | -1.2% | +0.9% | -0.1% |
| 30D | -2.7% | -10.6% | +7.9% | -1.5% |
| 3M | +5.9% | -35.0% | +40.9% | +11.2% |
| 6M | -2.3% | -38.9% | +36.6% | +3.0% |
| YTD | +13.1% | -41.5% | +54.6% | +19.8% |
| 1Y | +3.8% | -45.8% | +49.6% | +10.9% |
| All | +26.3% | -56.4% | +82.8% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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