-43.0%
APP vs SOUN
-54.6%
+11.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.5% | -0.1% | -1.8% |
| 7D | +0.1% | -4.1% | +4.2% | +1.5% |
| 30D | -10.0% | -18.1% | +8.0% | -4.1% |
| 3M | -44.6% | -12.3% | -32.4% | -42.9% |
| 6M | -37.9% | -18.6% | -19.3% | -35.7% |
| YTD | -53.7% | -34.1% | -19.6% | -50.8% |
| 1Y | -43.0% | -57.0% | +14.1% | -30.5% |
| All | -43.0% | -54.6% | +11.7% | -30.5% |
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