-98.7%
AMC vs SONY
+376.6%
-475.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.2% | +8.1% | +8.2% |
| 7D | +6.6% | +6.1% | +0.5% | +2.6% |
| 30D | +14.1% | +12.2% | +1.9% | +6.3% |
| 3M | +31.3% | +15.3% | +15.9% | +19.8% |
| 6M | +126.7% | +34.3% | +92.4% | +88.7% |
| YTD | +117.9% | +5.7% | +112.2% | +107.4% |
| 1Y | +41.1% | -2.3% | +43.4% | +40.4% |
| 3Y | -61.0% | +67.1% | -128.1% | -72.7% |
| 5Y | -99.1% | +13.0% | -112.1% | -99.3% |
| 10Y | -98.7% | +372.1% | -470.8% | -99.4% |
| All | -98.7% | +376.6% | -475.3% | -99.4% |
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 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