-100.0%
VIVK vs SONY
+42.2%
-142.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.6% | -9.0% | -7.9% |
| 7D | -4.4% | -2.7% | -1.7% | -3.7% |
| 30D | -40.8% | +1.5% | -42.3% | -41.3% |
| 3M | -94.1% | +13.0% | -107.1% | -94.4% |
| 6M | -98.2% | +11.2% | -109.4% | -98.3% |
| YTD | -98.0% | -6.6% | -91.4% | -98.0% |
| 1Y | -100.0% | -18.1% | -81.8% | -100.0% |
| 3Y | -100.0% | +42.1% | -142.1% | -100.0% |
| All | -100.0% | +42.2% | -142.2% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling