-13.0%
ACHR vs SOUN
-60.0%
+47.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.1% | -3.9% | -6.3% |
| 7D | -9.2% | -15.1% | +5.9% | -6.1% |
| 30D | -1.0% | -23.0% | +22.0% | +4.4% |
| 3M | -42.2% | -53.3% | +11.2% | -32.6% |
| 6M | -38.2% | -58.6% | +20.4% | -26.2% |
| YTD | -46.4% | -65.0% | +18.6% | -34.4% |
| 1Y | -49.4% | -71.4% | +22.1% | -35.6% |
| 3Y | -22.5% | +75.4% | -97.9% | -22.8% |
| All | -13.0% | -60.0% | +47.0% | -12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling