+15.2%
KEY vs SONY
+11.8%
+3.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.6% |
| 7D | -0.4% | +6.1% | -6.4% | -2.6% |
| 30D | +7.2% | +12.2% | -5.0% | +2.7% |
| 3M | -4.9% | +15.3% | -20.3% | -9.9% |
| 6M | +1.1% | +34.3% | -33.2% | -10.5% |
| YTD | +6.8% | +5.7% | +1.1% | +3.8% |
| 1Y | +23.3% | -2.3% | +25.6% | +23.3% |
| 3Y | +126.1% | +67.1% | +58.9% | +74.2% |
| 5Y | +15.2% | +13.0% | +2.2% | -4.0% |
| All | +15.2% | +11.8% | +3.4% | -4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling