+146.5%
ASX vs SONY
-6.4%
+152.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.2% | -6.1% | -3.6% |
| 7D | -14.6% | +2.9% | -17.5% | -14.2% |
| 30D | -21.1% | +10.2% | -31.3% | -20.3% |
| 3M | -3.1% | +16.1% | -19.2% | -2.3% |
| 6M | +17.4% | +32.1% | -14.8% | +14.4% |
| YTD | +135.3% | +1.4% | +134.0% | +142.2% |
| 1Y | +146.5% | -7.0% | +153.5% | +157.0% |
| All | +146.5% | -6.4% | +152.9% | +157.0% |
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 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