-45.3%
APP vs SONY
-18.5%
-26.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.2% |
| 7D | -4.4% | -4.9% | +0.5% | -4.0% |
| 30D | -10.0% | -1.6% | -8.4% | -9.9% |
| 3M | -41.4% | +10.0% | -51.4% | -42.5% |
| 6M | -41.0% | +8.4% | -49.4% | -42.4% |
| YTD | -54.7% | -8.4% | -46.3% | -57.6% |
| 1Y | -45.3% | -18.4% | -27.0% | -47.6% |
| All | -45.3% | -18.5% | -26.9% | -47.6% |
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