-35.6%
AVAV vs SONY
-18.2%
-17.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.2% | +7.0% | +4.2% |
| 7D | +3.2% | -5.2% | +8.4% | +4.9% |
| 30D | -20.3% | +0.3% | -20.6% | -20.6% |
| 3M | -19.4% | +6.2% | -25.7% | -22.0% |
| 6M | -35.3% | +9.5% | -44.8% | -38.4% |
| YTD | -38.5% | -8.1% | -30.4% | -37.3% |
| All | -35.6% | -18.2% | -17.4% | -29.7% |
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