-36.2%
AVAV vs SONY
-10.8%
-25.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -1.2% |
| 7D | -2.2% | -1.2% | -1.1% | -1.8% |
| 30D | -13.9% | +9.4% | -23.4% | -16.7% |
| 3M | -29.2% | +10.5% | -39.7% | -32.3% |
| 6M | -36.1% | +11.7% | -47.8% | -39.5% |
| YTD | -40.2% | -4.1% | -36.1% | -39.6% |
| 1Y | -36.2% | -11.8% | -24.4% | -31.1% |
| All | -36.2% | -10.8% | -25.4% | -31.1% |
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