-26.3%
APH vs SONY
-10.8%
-15.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | 0.0% | -47.8% | -47.8% |
| 7D | -48.7% | +2.0% | -50.7% | -48.8% |
| 30D | -51.9% | +9.4% | -61.4% | -52.3% |
| 3M | -43.6% | +10.5% | -54.0% | -43.8% |
| 6M | -37.5% | +11.7% | -49.2% | -38.2% |
| YTD | -38.6% | -4.1% | -34.6% | -36.9% |
| 1Y | -26.3% | -11.8% | -14.5% | -21.8% |
| All | -26.3% | -10.8% | -15.5% | -21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling