+504.5%
AVAV vs SONY
+209.3%
+295.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -1.2% |
| 7D | -2.2% | -1.2% | -1.1% | -1.9% |
| 30D | -13.9% | +9.4% | -23.4% | -16.4% |
| 3M | -29.2% | +10.5% | -39.7% | -31.6% |
| 6M | -36.1% | +11.7% | -47.8% | -38.7% |
| YTD | -40.2% | -4.1% | -36.1% | -39.8% |
| 1Y | -36.2% | -11.8% | -24.4% | -34.2% |
| 3Y | +47.5% | +45.9% | +1.6% | +27.4% |
| 5Y | +39.3% | +16.3% | +23.0% | +26.9% |
| 10Y | +482.6% | +297.6% | +185.0% | +263.3% |
| All | +504.5% | +209.3% | +295.1% | +262.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling