+43.5%
KDP vs SOUN
-73.4%
+116.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.9% | +1.0% | +6.0% |
| 7D | +5.3% | -2.7% | +8.0% | +5.2% |
| 30D | +19.1% | -26.5% | +45.6% | +18.1% |
| 3M | +19.2% | -33.6% | +52.8% | +18.1% |
| 6M | +29.3% | -54.4% | +83.7% | +27.8% |
| YTD | +35.5% | -56.7% | +92.2% | +32.9% |
| 1Y | +43.5% | -71.4% | +114.9% | +40.7% |
| All | +43.5% | -73.4% | +116.9% | +40.7% |
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