+25.9%
ACHR vs SOUN
-24.7%
+50.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.6% | +2.6% |
| 7D | +4.9% | -4.1% | +8.9% | +5.7% |
| 30D | +4.3% | -18.1% | +22.4% | +8.3% |
| 3M | +1.7% | -12.3% | +14.0% | +4.5% |
| 6M | -6.9% | -18.6% | +11.7% | -3.6% |
| YTD | -22.5% | -34.1% | +11.6% | -16.4% |
| 1Y | -31.5% | -57.0% | +25.5% | -20.1% |
| 3Y | -14.4% | +185.7% | -200.0% | -24.3% |
| All | +25.9% | -24.7% | +50.6% | +11.6% |
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