-8.2%
AAL vs SOUN
+181.7%
-189.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.4% |
| 7D | -1.3% | -4.4% | +3.1% | -0.7% |
| 30D | -13.7% | -13.1% | -0.6% | -12.2% |
| 3M | -8.2% | -7.7% | -0.5% | -7.6% |
| 6M | +13.1% | -21.2% | +34.3% | +14.9% |
| YTD | -15.6% | -35.0% | +19.4% | -12.6% |
| 1Y | +1.4% | -56.4% | +57.8% | +9.4% |
| All | -8.2% | +181.7% | -189.9% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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