+133.0%
ASX vs SONY
-4.4%
+137.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.3% | +4.6% | +2.9% |
| 7D | -9.1% | +5.2% | -14.3% | -7.6% |
| 30D | -23.6% | +10.7% | -34.3% | -21.9% |
| 3M | -5.6% | +12.1% | -17.7% | -3.5% |
| 6M | +4.7% | +32.6% | -27.9% | +4.3% |
| YTD | +122.6% | +4.3% | +118.3% | +132.2% |
| 1Y | +133.0% | -4.5% | +137.5% | +146.1% |
| All | +133.0% | -4.4% | +137.4% | +146.1% |
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