+541.3%
ASX vs SOUN
-55.6%
+597.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.4% | +7.7% | +3.5% |
| 7D | -9.1% | -6.1% | -3.1% | -8.8% |
| 30D | -23.6% | -28.2% | +4.6% | -22.1% |
| 3M | -5.6% | -48.1% | +42.5% | -1.9% |
| 6M | +4.7% | -56.4% | +61.1% | +9.7% |
| YTD | +122.6% | -61.2% | +183.8% | +133.5% |
| 1Y | +133.0% | -73.1% | +206.2% | +149.1% |
| 3Y | +367.1% | +116.2% | +250.9% | +349.8% |
| All | +541.3% | -55.6% | +597.0% | +524.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling