+17.7%
ACHR vs SOUN
-28.0%
+45.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.3% |
| 7D | -5.4% | -6.8% | +1.4% | -4.1% |
| 30D | -19.7% | -15.2% | -4.5% | -17.0% |
| 3M | +7.9% | -7.0% | +14.9% | +9.6% |
| 6M | -13.8% | -20.5% | +6.7% | -10.3% |
| YTD | -27.5% | -37.0% | +9.5% | -21.1% |
| 1Y | -33.9% | -55.3% | +21.4% | -23.4% |
| 3Y | -20.0% | +173.0% | -193.0% | -28.6% |
| All | +17.7% | -28.0% | +45.7% | +5.2% |
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 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