+1,777.9%
APO vs SONY
+308.6%
+1,469.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.2% | +2.8% | +0.2% |
| 7D | +0.1% | -5.2% | +5.3% | +2.1% |
| 30D | +3.9% | +0.3% | +3.6% | +3.6% |
| 3M | +3.8% | +6.2% | -2.5% | +0.7% |
| 6M | +22.3% | +9.5% | +12.7% | +16.5% |
| YTD | -7.8% | -8.1% | +0.3% | -6.1% |
| 1Y | -0.3% | -17.9% | +17.6% | +5.9% |
| 3Y | +57.1% | +41.5% | +15.6% | +32.9% |
| 5Y | +137.0% | +11.8% | +125.1% | +117.1% |
| 10Y | +946.8% | +275.4% | +671.4% | +555.0% |
| All | +1,777.9% | +308.6% | +1,469.3% | +1,018.8% |
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