+26.6%
KMI vs SOUN
-73.4%
+100.0%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.9% | -9.0% | -3.9% |
| 7D | -5.2% | -2.7% | -2.5% | -5.3% |
| 30D | +1.2% | -26.5% | +27.8% | +0.3% |
| 3M | +1.3% | -33.6% | +35.0% | +0.1% |
| 6M | -1.1% | -54.4% | +53.2% | -2.3% |
| YTD | +19.0% | -56.7% | +75.7% | +18.9% |
| 1Y | +26.6% | -71.4% | +98.0% | +30.1% |
| All | +26.6% | -73.4% | +100.0% | +30.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling