+97.6%
AAPL vs SOUN
-24.7%
+122.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.4% | -1.1% |
| 7D | -2.7% | -4.1% | +1.3% | -2.6% |
| 30D | +1.0% | -18.1% | +19.1% | +1.9% |
| 3M | +5.0% | -12.3% | +17.2% | +5.4% |
| 6M | +23.0% | -18.6% | +41.6% | +23.5% |
| YTD | +16.6% | -34.1% | +50.7% | +17.9% |
| 1Y | +33.4% | -57.0% | +90.5% | +36.9% |
| 3Y | +79.9% | +185.7% | -105.8% | +66.4% |
| All | +97.6% | -24.7% | +122.2% | +79.3% |
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