+1,278.0%
AAPL vs SONY
+293.1%
+984.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.0% |
| 7D | +3.8% | -2.7% | +6.5% | +5.1% |
| 30D | +9.9% | +1.5% | +8.4% | +9.1% |
| 3M | +12.5% | +13.0% | -0.5% | +5.8% |
| 6M | +27.6% | +11.2% | +16.4% | +20.3% |
| YTD | +22.6% | -6.6% | +29.2% | +24.8% |
| 1Y | +45.0% | -18.1% | +63.1% | +56.3% |
| 3Y | +87.8% | +42.1% | +45.7% | +50.2% |
| 5Y | +128.7% | +11.0% | +117.6% | +102.9% |
| All | +1,278.0% | +293.1% | +984.9% | +636.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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