+899.0%
APP vs SOUN
-52.9%
+951.9%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -3.5% | +13.4% | +10.4% |
| 7D | +71.2% | -2.6% | +73.8% | +71.8% |
| 30D | +39.1% | -27.0% | +66.1% | +45.6% |
| 3M | +16.5% | -41.9% | +58.5% | +25.9% |
| 6M | -16.6% | -56.1% | +39.6% | -6.6% |
| YTD | -41.9% | -58.8% | +16.8% | -34.8% |
| 1Y | -37.0% | -71.1% | +34.1% | -25.9% |
| 3Y | +892.4% | +130.9% | +761.5% | +781.8% |
| All | +899.0% | -52.9% | +951.9% | +752.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling