+20.5%
ACHR vs SOUN
-28.2%
+48.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.4% |
| 7D | -2.3% | -7.1% | +4.8% | -0.8% |
| 30D | -11.3% | -15.4% | +4.1% | -8.2% |
| 3M | +5.3% | -10.6% | +15.9% | +7.7% |
| 6M | -13.2% | -19.6% | +6.4% | -9.9% |
| YTD | -25.8% | -37.2% | +11.4% | -19.2% |
| 1Y | -34.3% | -57.1% | +22.8% | -23.3% |
| 3Y | -19.9% | +178.2% | -198.2% | -28.6% |
| All | +20.5% | -28.2% | +48.7% | +7.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling