+358.8%
APP vs SONY
+11.4%
+347.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.2% | +1.5% | +0.8% |
| 7D | +0.1% | -5.2% | +5.2% | +4.5% |
| 30D | -10.0% | +0.3% | -10.3% | -10.6% |
| 3M | -44.6% | +6.2% | -50.9% | -48.4% |
| 6M | -37.9% | +9.5% | -47.4% | -44.7% |
| YTD | -53.7% | -8.1% | -45.6% | -51.7% |
| 1Y | -43.0% | -17.9% | -25.0% | -35.6% |
| 3Y | +640.8% | +41.5% | +599.3% | +353.8% |
| 5Y | +358.8% | +11.8% | +347.0% | +267.5% |
| All | +358.8% | +11.4% | +347.5% | +267.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling