+271.9%
ASX vs SONY
-18.5%
+290.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.5% |
| 7D | +11.1% | -4.9% | +16.0% | +11.1% |
| 30D | +9.6% | -1.6% | +11.2% | +9.5% |
| 3M | +18.6% | +10.0% | +8.6% | +17.5% |
| 6M | +92.1% | +8.4% | +83.7% | +89.1% |
| YTD | +158.5% | -8.4% | +166.9% | +165.4% |
| 1Y | +271.9% | -18.4% | +290.2% | +297.0% |
| All | +271.9% | -18.5% | +290.4% | +297.0% |
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