-3.8%
KDP vs SOUN
-24.7%
+20.8%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | -0.1% |
| 7D | +2.1% | -4.1% | +6.2% | +2.0% |
| 30D | +8.5% | -18.1% | +26.5% | +8.3% |
| 3M | +6.6% | -12.3% | +18.9% | +6.6% |
| 6M | +17.1% | -18.6% | +35.7% | +17.0% |
| YTD | +19.0% | -34.1% | +53.1% | +18.9% |
| 1Y | +21.8% | -57.0% | +78.8% | +21.4% |
| 3Y | +6.4% | +185.7% | -179.2% | +8.5% |
| All | -3.8% | -24.7% | +20.8% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling