+129.4%
APH vs SOUN
-22.7%
+152.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -5.9% | -41.9% | -47.5% |
| 7D | -48.7% | -6.6% | -42.1% | -48.4% |
| 30D | -51.9% | +4.8% | -56.8% | -52.0% |
| 3M | -43.6% | -15.9% | -27.7% | -43.0% |
| 6M | -37.5% | -17.4% | -20.1% | -37.1% |
| YTD | -38.6% | -32.4% | -6.2% | -37.7% |
| 1Y | -26.3% | -49.3% | +23.0% | -24.5% |
| 3Y | +89.2% | +167.5% | -78.3% | +79.8% |
| All | +129.4% | -22.7% | +152.1% | +117.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling