+322.1%
APH vs SOUN
-52.9%
+375.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.5% | +7.6% | +4.3% |
| 7D | -5.9% | -2.6% | -3.3% | -5.8% |
| 30D | -14.8% | -27.0% | +12.2% | -13.5% |
| 3M | -12.4% | -41.9% | +29.5% | -10.2% |
| 6M | +8.1% | -56.1% | +64.2% | +12.2% |
| YTD | +10.9% | -58.8% | +69.7% | +15.0% |
| 1Y | +8.8% | -71.1% | +79.9% | +14.4% |
| 3Y | +262.1% | +130.9% | +131.2% | +249.7% |
| All | +322.1% | -52.9% | +375.0% | +307.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling