+179.1%
APA vs SONY
+8.4%
+170.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.3% | +3.1% |
| 7D | +0.3% | -4.9% | +5.2% | +2.2% |
| 30D | +9.3% | -1.6% | +10.9% | +9.8% |
| 3M | +23.3% | +10.0% | +13.3% | +18.2% |
| 6M | +39.5% | +8.4% | +31.1% | +33.5% |
| YTD | +87.6% | -8.4% | +96.1% | +93.0% |
| 1Y | +114.2% | -18.4% | +132.6% | +131.1% |
| 3Y | +13.6% | +41.0% | -27.4% | -6.0% |
| All | +179.1% | +8.4% | +170.7% | +150.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling