+477.7%
ASX vs SONY
+11.4%
+466.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.2% | +10.3% | +8.1% |
| 7D | +6.3% | -5.2% | +11.5% | +8.8% |
| 30D | +6.4% | +0.3% | +6.1% | +5.9% |
| 3M | +13.1% | +6.2% | +6.9% | +8.0% |
| 6M | +90.3% | +9.5% | +80.8% | +77.5% |
| YTD | +149.6% | -8.1% | +157.7% | +156.2% |
| 1Y | +249.2% | -17.9% | +267.1% | +279.9% |
| 3Y | +445.9% | +41.5% | +404.4% | +305.7% |
| 5Y | +477.7% | +11.8% | +465.9% | +376.5% |
| All | +477.7% | +11.4% | +466.3% | +376.5% |
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