+892.4%
APP vs SOUN
+114.1%
+778.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -3.5% | +13.4% | +10.8% |
| 7D | +71.2% | -2.6% | +73.8% | +72.2% |
| 30D | +39.1% | -27.0% | +66.1% | +51.0% |
| 3M | +16.5% | -41.9% | +58.5% | +33.9% |
| 6M | -16.6% | -56.1% | +39.6% | +2.1% |
| YTD | -41.9% | -58.8% | +16.8% | -28.8% |
| 1Y | -37.0% | -71.1% | +34.1% | -15.8% |
| 3Y | +892.4% | +130.9% | +761.5% | +515.5% |
| All | +892.4% | +114.1% | +778.4% | +515.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling