-55.4%
APP vs SONY
-6.4%
-49.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.2% | +8.5% | +10.2% |
| 7D | +4.5% | +2.9% | +1.6% | +4.0% |
| 30D | -3.6% | +10.2% | -13.9% | -5.4% |
| 3M | -35.3% | +16.1% | -51.4% | -37.1% |
| 6M | -42.8% | +32.1% | -74.9% | -47.7% |
| YTD | -59.7% | +1.4% | -61.0% | -62.4% |
| 1Y | -55.4% | -7.0% | -48.3% | -57.9% |
| All | -55.4% | -6.4% | -49.0% | -57.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling