-39.3%
APP vs SOUN
-74.1%
+34.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.4% | +0.9% | -1.8% |
| 7D | +61.1% | -6.1% | +67.2% | +64.7% |
| 30D | +42.8% | -28.2% | +71.0% | +62.0% |
| 3M | +16.7% | -48.1% | +64.8% | +49.5% |
| 6M | -15.6% | -56.4% | +40.8% | +14.8% |
| YTD | -41.3% | -61.2% | +19.9% | -23.4% |
| 1Y | -39.3% | -73.1% | +33.9% | -5.0% |
| All | -39.3% | -74.1% | +34.9% | -5.0% |
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 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