+511.3%
AVAV vs SONY
+286.8%
+224.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.1% | +4.3% |
| 7D | -0.1% | -5.8% | +5.7% | +2.2% |
| 30D | -25.0% | -0.4% | -24.6% | -25.0% |
| 3M | -15.0% | +13.3% | -28.2% | -19.4% |
| 6M | -33.6% | +8.5% | -42.1% | -36.3% |
| YTD | -39.2% | -8.1% | -31.1% | -37.7% |
| 1Y | -40.5% | -17.9% | -22.6% | -36.4% |
| 3Y | +29.6% | +41.4% | -11.8% | +8.0% |
| 5Y | +56.7% | +9.3% | +47.4% | +41.2% |
| All | +511.3% | +286.8% | +224.5% | +259.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling