+342.7%
APH vs SOUN
-60.0%
+402.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.3% | -1.6% |
| 7D | +4.9% | -15.1% | +20.0% | +5.7% |
| 30D | -5.4% | -23.0% | +17.6% | -4.2% |
| 3M | -5.5% | -53.3% | +47.9% | -1.9% |
| 6M | +25.9% | -58.6% | +84.5% | +31.1% |
| YTD | +16.4% | -65.0% | +81.4% | +21.5% |
| 1Y | +16.5% | -71.4% | +87.9% | +22.7% |
| 3Y | +270.9% | +75.4% | +195.5% | +261.8% |
| All | +342.7% | -60.0% | +402.7% | +330.6% |
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 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