-21.8%
ACHR vs SONY
+40.0%
-61.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.3% | -1.1% |
| 7D | -5.4% | -5.8% | +0.4% | -1.6% |
| 30D | -19.7% | -0.4% | -19.4% | -19.9% |
| 3M | +7.9% | +13.3% | -5.4% | -3.1% |
| 6M | -13.8% | +8.5% | -22.3% | -20.3% |
| YTD | -27.5% | -8.1% | -19.4% | -24.0% |
| 1Y | -33.9% | -17.9% | -16.0% | -24.1% |
| All | -21.8% | +40.0% | -61.8% | -40.4% |
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