+1,659.1%
APO vs SONY
+370.0%
+1,289.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.2% |
| 7D | +5.8% | +0.3% | +5.5% | +5.6% |
| 30D | +8.9% | +11.1% | -2.2% | +4.4% |
| 3M | -13.6% | +14.7% | -28.3% | -18.3% |
| 6M | -5.4% | +18.8% | -24.2% | -12.4% |
| YTD | -13.6% | +5.7% | -19.4% | -16.8% |
| 1Y | -2.5% | -8.1% | +5.6% | -0.8% |
| 3Y | +50.9% | +64.0% | -13.1% | +20.6% |
| 5Y | +81.4% | +12.6% | +68.7% | +64.9% |
| 10Y | +843.9% | +373.8% | +470.1% | +446.1% |
| All | +1,659.1% | +370.0% | +1,289.0% | +890.9% |
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