+271.9%
ASX vs SOUN
-56.9%
+328.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +4.9% | +3.8% |
| 7D | +11.1% | -4.4% | +15.5% | +12.2% |
| 30D | +9.6% | -13.1% | +22.7% | +12.9% |
| 3M | +18.6% | -7.7% | +26.3% | +19.5% |
| 6M | +92.1% | -21.2% | +113.3% | +95.0% |
| YTD | +158.5% | -35.0% | +193.5% | +171.0% |
| 1Y | +271.9% | -56.4% | +328.3% | +324.0% |
| All | +271.9% | -56.9% | +328.8% | +324.0% |
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