+197.7%
AON vs SONY
+293.1%
-95.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.3% | -2.0% |
| 7D | -6.3% | -2.7% | -3.6% | -5.7% |
| 30D | -14.1% | +1.5% | -15.6% | -14.4% |
| 3M | -9.5% | +13.0% | -22.5% | -12.1% |
| 6M | -4.0% | +11.2% | -15.2% | -6.8% |
| YTD | -13.8% | -6.6% | -7.2% | -12.9% |
| 1Y | -18.3% | -18.1% | -0.2% | -15.1% |
| 3Y | -7.2% | +42.1% | -49.3% | -17.6% |
| 5Y | +7.3% | +11.0% | -3.7% | -0.2% |
| All | +197.7% | +293.1% | -95.4% | +111.1% |
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