-3.7%
KDP vs SOUN
-22.7%
+19.0%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +1.3% | -5.2% | +6.5% | +1.2% |
| 30D | +6.0% | +4.8% | +1.2% | +6.0% |
| 3M | +9.2% | -15.9% | +25.0% | +9.1% |
| 6M | +14.7% | -17.4% | +32.1% | +14.7% |
| YTD | +19.2% | -32.4% | +51.6% | +19.0% |
| 1Y | +15.2% | -49.3% | +64.5% | +14.9% |
| 3Y | +6.0% | +167.5% | -161.5% | +7.9% |
| All | -3.7% | -22.7% | +19.0% | -2.6% |
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