+2.1%
AVTR vs SONY
+133.1%
-131.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -1.1% |
| 7D | -1.1% | -2.7% | +1.6% | 0.0% |
| 30D | +6.3% | +1.5% | +4.8% | +5.4% |
| 3M | +53.3% | +13.0% | +40.3% | +45.1% |
| 6M | +78.6% | +11.2% | +67.4% | +69.0% |
| YTD | +29.2% | -6.6% | +35.9% | +31.6% |
| 1Y | +13.8% | -18.1% | +32.0% | +22.6% |
| 3Y | -27.4% | +42.1% | -69.5% | -41.4% |
| 5Y | -65.0% | +11.0% | -76.1% | -68.8% |
| All | +2.1% | +133.1% | -131.0% | -45.6% |
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 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