-69.0%
AVAV vs SONY
-6.4%
-62.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +2.2% | -10.5% | -8.9% |
| 7D | -10.1% | +2.9% | -13.0% | -10.9% |
| 30D | -18.7% | +10.2% | -29.0% | -21.1% |
| 3M | -33.0% | +16.1% | -49.1% | -36.2% |
| 6M | -37.2% | +32.1% | -69.3% | -43.5% |
| YTD | -53.2% | +1.4% | -54.6% | -54.4% |
| 1Y | -69.0% | -7.0% | -62.0% | -68.9% |
| All | -69.0% | -6.4% | -62.6% | -68.9% |
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