+520.8%
APP vs SONY
+20.4%
+500.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.2% | +3.0% |
| 7D | +48.9% | +2.1% | +46.9% | +47.6% |
| 30D | +49.4% | +9.2% | +40.2% | +40.1% |
| 3M | +27.0% | +12.2% | +14.8% | +15.8% |
| 6M | -15.4% | +24.4% | -39.8% | -31.0% |
| YTD | -39.9% | +3.5% | -43.4% | -42.8% |
| 1Y | -32.0% | -9.2% | -22.8% | -27.3% |
| 3Y | +824.3% | +55.6% | +768.7% | +446.1% |
| 5Y | +252.4% | +12.0% | +240.5% | +179.2% |
| All | +520.8% | +20.4% | +500.4% | +325.0% |
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