+125.7%
ASX vs SOUN
-72.9%
+198.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -1.5% | +10.1% | +8.9% |
| 7D | -12.3% | -1.0% | -11.3% | -12.2% |
| 30D | -26.0% | -24.9% | -1.1% | -21.6% |
| 3M | -8.1% | -49.5% | +41.4% | +5.8% |
| 6M | +1.4% | -54.4% | +55.8% | +15.8% |
| YTD | +115.6% | -59.4% | +174.9% | +145.3% |
| All | +125.7% | -72.9% | +198.6% | +173.9% |
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