+84.5%
AAPL vs SONY
+40.0%
+44.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.2% | +3.5% |
| 7D | -0.5% | -5.8% | +5.3% | +1.4% |
| 30D | +7.1% | -0.4% | +7.5% | +7.2% |
| 3M | +12.1% | +13.3% | -1.2% | +7.3% |
| 6M | +25.4% | +8.5% | +16.9% | +21.3% |
| YTD | +20.5% | -8.1% | +28.6% | +23.2% |
| 1Y | +44.5% | -17.9% | +62.4% | +53.4% |
| All | +84.5% | +40.0% | +44.6% | +63.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling