-55.4%
APP vs SOUN
-73.4%
+18.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.9% | +5.8% | +8.7% |
| 7D | +4.5% | -2.7% | +7.2% | +5.8% |
| 30D | -3.6% | -26.5% | +22.9% | +8.4% |
| 3M | -35.3% | -33.6% | -1.6% | -25.8% |
| 6M | -42.8% | -54.4% | +11.6% | -23.5% |
| YTD | -59.7% | -56.7% | -3.0% | -49.6% |
| 1Y | -55.4% | -71.4% | +16.1% | -32.8% |
| All | -55.4% | -73.4% | +18.0% | -32.8% |
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