+955.2%
APH vs SONY
+366.6%
+588.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.5% |
| 7D | -5.0% | +5.2% | -10.2% | -7.2% |
| 30D | -8.4% | +10.7% | -19.1% | -12.4% |
| 3M | -4.5% | +12.1% | -16.6% | -9.3% |
| 6M | +25.3% | +32.6% | -7.3% | +9.8% |
| YTD | +18.9% | +4.3% | +14.6% | +14.7% |
| 1Y | +11.9% | -4.5% | +16.4% | +11.8% |
| 3Y | +278.0% | +56.9% | +221.1% | +197.7% |
| 5Y | +306.4% | +12.5% | +294.0% | +261.0% |
| 10Y | +955.2% | +371.7% | +583.4% | +482.0% |
| All | +955.2% | +366.6% | +588.6% | +482.0% |
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