+13.8%
KDP vs SOUN
-55.2%
+69.0%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.7% | +1.8% |
| 7D | +4.0% | -9.5% | +13.5% | +3.9% |
| 30D | +16.8% | -21.3% | +38.1% | +16.6% |
| 3M | +32.0% | -47.2% | +79.3% | +31.5% |
| 6M | +35.2% | -53.7% | +88.9% | +34.6% |
| YTD | +40.9% | -60.8% | +101.7% | +40.2% |
| 1Y | +47.7% | -70.9% | +118.6% | +46.7% |
| 3Y | +34.8% | +118.4% | -83.6% | +37.3% |
| All | +13.8% | -55.2% | +69.0% | +14.7% |
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 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