+292.6%
APP vs SONY
+10.8%
+281.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.0% | +11.8% | +11.6% |
| 7D | +71.2% | +6.7% | +64.5% | +63.5% |
| 30D | +39.1% | +14.8% | +24.3% | +24.7% |
| 3M | +16.5% | +16.9% | -0.3% | +2.4% |
| 6M | -16.6% | +30.2% | -46.8% | -35.5% |
| YTD | -41.9% | +5.5% | -47.4% | -45.7% |
| 1Y | -37.0% | -4.6% | -32.5% | -35.9% |
| 3Y | +892.4% | +57.2% | +835.2% | +461.1% |
| All | +292.6% | +10.8% | +281.8% | +220.6% |
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 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