+262.1%
APH vs SONY
+57.9%
+204.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.0% | +6.1% | +4.4% |
| 7D | -5.9% | +6.7% | -12.7% | -7.2% |
| 30D | -14.8% | +14.8% | -29.6% | -17.4% |
| 3M | -12.4% | +16.9% | -29.3% | -15.6% |
| 6M | +8.1% | +30.2% | -22.2% | +0.4% |
| YTD | +10.9% | +5.5% | +5.5% | +9.7% |
| 1Y | +8.8% | -4.6% | +13.3% | +10.8% |
| 3Y | +262.1% | +57.2% | +204.8% | +220.7% |
| All | +262.1% | +57.9% | +204.2% | +220.7% |
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