-7.0%
KDP vs SOUN
-28.0%
+20.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -2.0% |
| 7D | -4.3% | -6.8% | +2.5% | -4.4% |
| 30D | +7.8% | -15.2% | +23.1% | +7.7% |
| 3M | -0.1% | -7.0% | +6.9% | -0.1% |
| 6M | +14.0% | -20.5% | +34.5% | +13.9% |
| YTD | +15.1% | -37.0% | +52.1% | +14.9% |
| 1Y | +18.5% | -55.3% | +73.8% | +18.1% |
| 3Y | +2.9% | +173.0% | -170.2% | +4.8% |
| All | -7.0% | -28.0% | +20.9% | -6.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling