-4.1%
APA vs SONY
+286.8%
-290.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.9% |
| 7D | +0.8% | -5.8% | +6.6% | +3.8% |
| 30D | +9.6% | -0.4% | +10.0% | +9.5% |
| 3M | +18.0% | +13.3% | +4.7% | +9.8% |
| 6M | +41.9% | +8.5% | +33.4% | +33.3% |
| YTD | +86.3% | -8.1% | +94.4% | +91.0% |
| 1Y | +97.9% | -17.9% | +115.8% | +114.6% |
| 3Y | +12.8% | +41.4% | -28.7% | -13.2% |
| 5Y | +177.2% | +9.3% | +167.9% | +143.5% |
| All | -4.1% | +286.8% | -290.9% | -50.5% |
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