-99.0%
AMC vs SONY
+276.5%
-375.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.7% |
| 7D | -6.8% | -4.9% | -1.9% | -4.3% |
| 30D | +1.7% | -1.6% | +3.2% | +2.2% |
| 3M | +26.8% | +10.0% | +16.8% | +19.3% |
| 6M | +117.7% | +8.4% | +109.3% | +106.7% |
| YTD | +57.7% | -8.4% | +66.1% | +63.8% |
| 1Y | -12.5% | -18.4% | +5.9% | -3.8% |
| 3Y | -65.7% | +41.0% | -106.7% | -73.1% |
| 5Y | -99.5% | +9.3% | -108.8% | -99.5% |
| 10Y | -99.0% | +281.7% | -380.6% | -99.5% |
| All | -99.0% | +276.5% | -375.4% | -99.5% |
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