+804.4%
AAOI vs SOUN
+172.2%
+632.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.1% |
| 7D | -0.2% | -7.1% | +7.0% | +2.4% |
| 30D | -23.7% | -15.4% | -8.3% | -19.3% |
| 3M | -39.0% | -10.6% | -28.4% | -36.1% |
| 6M | -17.0% | -19.6% | +2.6% | -11.6% |
| YTD | +202.2% | -37.2% | +239.4% | +245.2% |
| 1Y | +292.4% | -57.1% | +349.5% | +407.9% |
| 3Y | +804.4% | +178.2% | +626.2% | +404.2% |
| All | +804.4% | +172.2% | +632.2% | +404.2% |
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