+45.0%
AAPL vs SOUN
-55.4%
+100.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.8% |
| 7D | +3.8% | -7.1% | +11.0% | +4.4% |
| 30D | +9.9% | -15.4% | +25.3% | +11.3% |
| 3M | +12.5% | -10.6% | +23.1% | +13.1% |
| 6M | +27.6% | -19.6% | +47.3% | +28.1% |
| YTD | +22.6% | -37.2% | +59.8% | +23.9% |
| 1Y | +45.0% | -57.1% | +102.0% | +47.4% |
| All | +45.0% | -55.4% | +100.4% | +47.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling