+105.5%
BKR vs SOUN
-28.0%
+133.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.1% | -3.6% | -6.6% |
| 7D | -6.7% | -6.8% | +0.2% | -6.4% |
| 30D | -8.3% | -15.2% | +6.9% | -7.8% |
| 3M | -5.4% | -7.0% | +1.6% | -5.3% |
| 6M | +0.8% | -20.5% | +21.3% | +1.1% |
| YTD | +31.8% | -37.0% | +68.9% | +33.2% |
| 1Y | +28.6% | -55.3% | +83.9% | +31.1% |
| 3Y | +71.2% | +173.0% | -101.8% | +61.7% |
| All | +105.5% | -28.0% | +133.5% | +93.0% |
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 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