+61,451.9%
APH vs SONY
+713.0%
+60,738.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | 0.0% | -47.8% | -47.8% |
| 7D | -48.7% | +2.0% | -50.7% | -49.1% |
| 30D | -51.9% | +9.4% | -61.4% | -53.4% |
| 3M | -43.6% | +10.5% | -54.0% | -45.8% |
| 6M | -37.5% | +11.7% | -49.2% | -40.6% |
| YTD | -38.6% | -4.1% | -34.6% | -38.6% |
| 1Y | -26.3% | -11.8% | -14.5% | -24.4% |
| 3Y | +89.2% | +45.9% | +43.3% | +60.6% |
| 5Y | +119.8% | +16.3% | +103.5% | +99.1% |
| 10Y | +454.3% | +297.6% | +156.6% | +226.2% |
| All | +61,451.9% | +713.0% | +60,738.9% | +33,795.9% |
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