-12.2%
AMT vs SOUN
-55.2%
+43.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.1% |
| 7D | -2.4% | -9.5% | +7.1% | -2.4% |
| 30D | +4.2% | -21.3% | +25.5% | +4.2% |
| 3M | +13.4% | -47.2% | +60.6% | +13.5% |
| 6M | +9.4% | -53.7% | +63.1% | +9.5% |
| YTD | +11.7% | -60.8% | +72.5% | +11.8% |
| 1Y | +7.1% | -70.9% | +78.0% | +7.3% |
| 3Y | +15.1% | +118.4% | -103.4% | +12.6% |
| All | -12.2% | -55.2% | +43.0% | -13.4% |
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 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