-32.2%
AAL vs SOUN
-60.0%
+27.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.8% |
| 7D | -0.1% | -15.1% | +15.0% | +1.4% |
| 30D | +11.7% | -23.0% | +34.7% | +14.3% |
| 3M | -12.5% | -53.3% | +40.8% | -6.6% |
| 6M | +3.6% | -58.6% | +62.2% | +11.3% |
| YTD | -14.1% | -65.0% | +50.9% | -7.1% |
| 1Y | +0.8% | -71.4% | +72.2% | +10.7% |
| 3Y | +11.8% | +75.4% | -63.6% | +2.1% |
| All | -32.2% | -60.0% | +27.8% | -39.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling