+406.2%
ASX vs SOUN
+186.8%
+219.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | -5.2% | +4.5% | -0.1% |
| 30D | +2.0% | +4.8% | -2.8% | +1.2% |
| 3M | -1.3% | -15.9% | +14.5% | +0.4% |
| 6M | +71.4% | -17.4% | +88.8% | +73.3% |
| YTD | +135.3% | -32.4% | +167.7% | +141.8% |
| 1Y | +267.5% | -49.3% | +316.8% | +287.4% |
| All | +406.2% | +186.8% | +219.4% | +324.5% |
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