+355.9%
APH vs SONY
+16.3%
+339.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.4% |
| 7D | +5.0% | -1.2% | +6.1% | +5.4% |
| 30D | -3.9% | +9.4% | -13.3% | -7.0% |
| 3M | +13.0% | +10.5% | +2.5% | +8.4% |
| 6M | +25.2% | +11.7% | +13.5% | +18.8% |
| YTD | +22.9% | -4.1% | +27.0% | +23.9% |
| 1Y | +47.8% | -11.8% | +59.6% | +53.4% |
| 3Y | +283.0% | +45.9% | +237.1% | +212.0% |
| All | +355.9% | +16.3% | +339.6% | +297.1% |
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 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