+22.1%
SONY vs AHR
+360.2%
-338.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.2% |
| 7D | -5.8% | -3.0% | -2.7% | -5.2% |
| 30D | -0.4% | +2.6% | -3.0% | -0.9% |
| 3M | +13.3% | +16.0% | -2.7% | +10.0% |
| 6M | +8.5% | +3.1% | +5.4% | +7.7% |
| YTD | -8.1% | +16.0% | -24.2% | -11.2% |
| 1Y | -17.9% | +28.0% | -45.9% | -22.7% |
| All | +22.1% | +360.2% | -338.1% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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