+10.8%
AEP vs SOUN
-73.4%
+84.2%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.3% | -0.2% |
| 7D | +0.8% | -2.7% | +3.5% | +0.7% |
| 30D | +7.9% | -26.5% | +34.5% | +6.5% |
| 3M | +1.5% | -33.6% | +35.1% | -0.2% |
| 6M | -2.6% | -54.4% | +51.8% | -5.1% |
| YTD | +14.7% | -56.7% | +71.3% | +12.1% |
| 1Y | +10.8% | -71.4% | +82.2% | +9.2% |
| All | +10.8% | -73.4% | +84.2% | +9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling