-63.0%
AVAV vs SONY
-4.4%
-58.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -2.5% |
| 7D | 0.0% | +5.2% | -5.2% | -1.6% |
| 30D | -9.9% | +10.7% | -20.7% | -12.8% |
| 3M | -34.7% | +12.1% | -46.8% | -37.2% |
| 6M | -26.6% | +32.6% | -59.2% | -34.3% |
| YTD | -48.9% | +4.3% | -53.3% | -50.0% |
| 1Y | -63.0% | -4.5% | -58.5% | -62.3% |
| All | -63.0% | -4.4% | -58.6% | -62.3% |
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 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