-5.2%
KDP vs SOUN
-25.7%
+20.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | -0.1% | -1.5% |
| 7D | -1.6% | -4.4% | +2.9% | -1.6% |
| 30D | +9.5% | -13.1% | +22.6% | +9.4% |
| 3M | +2.6% | -7.7% | +10.3% | +2.6% |
| 6M | +15.6% | -21.2% | +36.8% | +15.6% |
| YTD | +17.3% | -35.0% | +52.3% | +17.2% |
| 1Y | +20.1% | -56.4% | +76.5% | +19.7% |
| 3Y | +4.9% | +181.7% | -176.8% | +6.9% |
| All | -5.2% | -25.7% | +20.5% | -4.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling