+1,090.2%
ATI vs SONY
+293.1%
+797.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.9% |
| 7D | -5.6% | -2.7% | -3.0% | -4.5% |
| 30D | -13.7% | +1.5% | -15.3% | -14.6% |
| 3M | -0.4% | +13.0% | -13.4% | -7.0% |
| 6M | +26.2% | +11.2% | +15.0% | +18.3% |
| YTD | +73.2% | -6.6% | +79.8% | +76.4% |
| 1Y | +161.6% | -18.1% | +179.7% | +182.5% |
| 3Y | +346.2% | +42.1% | +304.1% | +253.0% |
| 5Y | +1,047.6% | +11.0% | +1,036.6% | +903.3% |
| All | +1,090.2% | +293.1% | +797.2% | +476.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling