+4,181.3%
KR vs SONY
+516.3%
+3,665.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.9% |
| 7D | -2.7% | -5.8% | +3.1% | -1.8% |
| 30D | +1.9% | -0.4% | +2.3% | +2.0% |
| 3M | -11.0% | +13.3% | -24.3% | -12.7% |
| 6M | -20.2% | +8.5% | -28.7% | -21.4% |
| YTD | -7.3% | -8.1% | +0.8% | -6.5% |
| 1Y | -13.1% | -17.9% | +4.8% | -11.2% |
| 3Y | +29.7% | +41.4% | -11.7% | +20.6% |
| 5Y | +48.8% | +9.3% | +39.5% | +41.8% |
| 10Y | +122.8% | +283.0% | -160.2% | +68.6% |
| All | +4,181.3% | +516.3% | +3,665.0% | +2,069.6% |
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