+144.5%
ASX vs SOUN
-73.7%
+218.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.9% | +3.9% | -2.4% |
| 7D | +22.1% | -15.5% | +37.6% | +26.2% |
| 30D | -23.8% | -26.2% | +2.5% | -18.9% |
| 3M | -7.6% | -51.4% | +43.7% | +6.9% |
| 6M | +6.9% | -55.3% | +62.3% | +23.1% |
| YTD | +127.7% | -63.9% | +191.6% | +163.8% |
| 1Y | +144.5% | -72.8% | +217.3% | +195.4% |
| All | +144.5% | -73.7% | +218.2% | +195.4% |
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