+3.2%
AVTR vs SONY
+139.5%
-136.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -0.8% |
| 7D | +2.7% | -1.2% | +3.8% | +3.2% |
| 30D | +12.1% | +9.4% | +2.6% | +7.7% |
| 3M | +57.2% | +10.5% | +46.8% | +50.4% |
| 6M | +73.1% | +11.7% | +61.4% | +63.6% |
| YTD | +30.6% | -4.1% | +34.7% | +31.6% |
| 1Y | +13.5% | -11.8% | +25.3% | +18.4% |
| 3Y | -31.0% | +45.9% | -76.9% | -44.8% |
| 5Y | -63.2% | +16.3% | -79.5% | -67.9% |
| All | +3.2% | +139.5% | -136.3% | -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 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