+119,301.1%
APH vs SONY
+793.8%
+118,507.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.0% | +6.1% | +4.8% |
| 7D | -5.9% | +6.7% | -12.7% | -8.3% |
| 30D | -14.8% | +14.8% | -29.6% | -19.2% |
| 3M | -12.4% | +16.9% | -29.3% | -17.6% |
| 6M | +8.1% | +30.2% | -22.2% | -3.1% |
| YTD | +10.9% | +5.5% | +5.5% | +6.8% |
| 1Y | +8.8% | -4.6% | +13.3% | +8.1% |
| 3Y | +262.1% | +57.2% | +204.8% | +197.5% |
| 5Y | +283.1% | +12.1% | +271.1% | +249.2% |
| 10Y | +908.1% | +361.6% | +546.5% | +461.4% |
| All | +119,301.1% | +793.8% | +118,507.3% | +63,127.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling