+13.8%
APA vs SONY
+40.0%
-26.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.2% | +6.0% | +2.9% |
| 7D | -1.7% | -5.2% | +3.5% | -0.4% |
| 30D | +15.7% | +0.3% | +15.4% | +15.5% |
| 3M | +16.5% | +6.2% | +10.2% | +14.5% |
| 6M | +35.1% | +9.5% | +25.6% | +31.1% |
| YTD | +82.2% | -8.1% | +90.3% | +87.5% |
| 1Y | +102.5% | -17.9% | +120.4% | +116.2% |
| All | +13.8% | +40.0% | -26.2% | +7.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling