+41.6%
AEP vs SOUN
-28.2%
+69.8%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | -0.9% | -7.1% | +6.2% | -1.0% |
| 30D | -1.1% | -15.4% | +14.3% | -1.2% |
| 3M | -3.3% | -10.6% | +7.3% | -3.3% |
| 6M | -4.6% | -19.6% | +15.0% | -4.7% |
| YTD | +9.4% | -37.2% | +46.6% | +9.2% |
| 1Y | +16.9% | -57.1% | +74.0% | +16.6% |
| 3Y | +76.6% | +178.2% | -101.6% | +76.9% |
| All | +41.6% | -28.2% | +69.8% | +44.3% |
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