+65.2%
ALAB vs SONY
-10.8%
+76.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.6% | +11.4% | +10.0% |
| 7D | +7.2% | -1.2% | +8.4% | +7.4% |
| 30D | -2.5% | +9.4% | -12.0% | -4.2% |
| 3M | -13.3% | +10.5% | -23.8% | -15.2% |
| 6M | +172.8% | +11.7% | +161.1% | +161.7% |
| YTD | +86.6% | -4.1% | +90.6% | +85.1% |
| 1Y | +65.2% | -11.8% | +76.9% | +72.4% |
| All | +65.2% | -10.8% | +76.0% | +72.4% |
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 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