-20.2%
BKNG vs SOUN
-55.3%
+35.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +0.8% |
| 7D | -10.7% | -6.8% | -3.8% | -10.1% |
| 30D | -18.1% | -15.2% | -2.9% | -17.0% |
| 3M | +8.5% | -7.0% | +15.5% | +9.0% |
| 6M | -0.1% | -20.5% | +20.4% | +0.7% |
| YTD | -18.2% | -37.0% | +18.8% | -17.2% |
| All | -20.2% | -55.3% | +35.1% | -20.3% |
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