+48.9%
APH vs SOUN
-54.6%
+103.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -0.8% |
| 7D | +0.2% | -4.1% | +4.3% | +0.9% |
| 30D | -3.3% | -18.1% | +14.7% | -0.3% |
| 3M | +14.0% | -12.3% | +26.3% | +15.4% |
| 6M | +24.4% | -18.6% | +43.0% | +25.7% |
| YTD | +21.4% | -34.1% | +55.5% | +25.8% |
| 1Y | +48.9% | -57.0% | +106.0% | +67.6% |
| All | +48.9% | -54.6% | +103.6% | +67.6% |
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 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