+916.7%
APO vs SONY
+293.1%
+623.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | 0.0% |
| 7D | -3.5% | -2.7% | -0.8% | -2.2% |
| 30D | -6.6% | +1.5% | -8.1% | -7.4% |
| 3M | -3.3% | +13.0% | -16.3% | -9.8% |
| 6M | +22.6% | +11.2% | +11.4% | +14.1% |
| YTD | -9.8% | -6.6% | -3.1% | -8.3% |
| 1Y | -3.9% | -18.1% | +14.2% | +4.4% |
| 3Y | +52.5% | +42.1% | +10.4% | +19.7% |
| 5Y | +134.0% | +11.0% | +123.0% | +105.8% |
| All | +916.7% | +293.1% | +623.6% | +424.4% |
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