-46.5%
APTV vs SONY
-6.4%
-40.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.2% | +2.4% | +4.3% |
| 7D | -1.9% | +2.9% | -4.8% | -2.3% |
| 30D | -1.4% | +10.2% | -11.7% | -3.0% |
| 3M | -9.3% | +16.1% | -25.5% | -11.2% |
| 6M | -27.3% | +32.1% | -59.5% | -31.0% |
| YTD | -43.1% | +1.4% | -44.5% | -41.9% |
| 1Y | -46.5% | -7.0% | -39.5% | -44.1% |
| All | -46.5% | -6.4% | -40.1% | -44.1% |
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