-56.9%
ACHR vs SONY
-6.4%
-50.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -1.3% |
| 7D | -5.1% | +2.9% | -8.0% | -6.4% |
| 30D | -12.7% | +10.2% | -22.9% | -17.4% |
| 3M | -22.4% | +16.1% | -38.5% | -29.3% |
| 6M | -28.6% | +32.1% | -60.7% | -42.6% |
| YTD | -45.2% | +1.4% | -46.6% | -44.4% |
| 1Y | -56.9% | -7.0% | -49.9% | -51.8% |
| All | -56.9% | -6.4% | -50.5% | -51.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling