+456.1%
KLAC vs SOUN
-28.0%
+484.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -2.9% |
| 7D | +2.5% | -6.8% | +9.3% | +2.9% |
| 30D | -11.5% | -15.2% | +3.7% | -10.5% |
| 3M | -16.9% | -7.0% | -10.0% | -16.6% |
| 6M | +22.2% | -20.5% | +42.7% | +23.3% |
| YTD | +46.4% | -37.0% | +83.4% | +49.6% |
| 1Y | +91.0% | -55.3% | +146.3% | +98.9% |
| 3Y | +264.6% | +173.0% | +91.5% | +239.4% |
| All | +456.1% | -28.0% | +484.0% | +422.5% |
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