+320.5%
AVAV vs SONY
+366.0%
-45.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.6% | -3.5% | -3.1% |
| 7D | +18.4% | -3.2% | +21.6% | +19.8% |
| 30D | -4.9% | +9.6% | -14.5% | -8.8% |
| 3M | -37.7% | +13.3% | -50.9% | -41.1% |
| 6M | -28.4% | +20.3% | -48.7% | -34.3% |
| YTD | -50.0% | +4.1% | -54.2% | -51.6% |
| 1Y | -62.6% | -11.9% | -50.7% | -61.2% |
| 3Y | -0.6% | +56.6% | -57.2% | -20.7% |
| 5Y | +31.9% | +10.9% | +21.0% | +18.3% |
| All | +320.5% | +366.0% | -45.6% | +121.9% |
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 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