+1,041.3%
APH vs SONY
+271.8%
+769.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +3.0% | +0.4% |
| 7D | +0.2% | -5.2% | +5.4% | +2.2% |
| 30D | -3.3% | +0.3% | -3.6% | -3.6% |
| 3M | +14.0% | +6.2% | +7.8% | +10.4% |
| 6M | +24.4% | +9.5% | +14.9% | +18.3% |
| YTD | +21.4% | -8.1% | +29.5% | +23.8% |
| 1Y | +48.9% | -17.9% | +66.9% | +58.4% |
| 3Y | +290.1% | +41.5% | +248.6% | +221.2% |
| 5Y | +352.8% | +11.8% | +341.0% | +303.7% |
| 10Y | +1,041.3% | +275.4% | +765.9% | +588.1% |
| All | +1,041.3% | +271.8% | +769.4% | +588.1% |
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