-98.0%
VIVK vs SONY
+11.0%
-109.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.4% | -6.0% | -6.4% |
| 7D | -7.9% | -4.9% | -3.0% | -8.8% |
| 30D | -42.0% | -1.6% | -40.4% | -42.1% |
| 3M | -92.5% | +10.0% | -102.5% | -92.0% |
| 6M | -98.0% | +8.4% | -106.4% | -97.7% |
| All | -98.0% | +11.0% | -109.0% | -97.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling