+43.2%
KO vs SOUN
-73.4%
+116.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.9% | -3.8% | +1.3% |
| 7D | +4.4% | -2.7% | +7.1% | +4.3% |
| 30D | +10.7% | -26.5% | +37.3% | +9.2% |
| 3M | +11.3% | -33.6% | +45.0% | +9.5% |
| 6M | +24.0% | -54.4% | +78.4% | +20.7% |
| YTD | +39.7% | -56.7% | +96.4% | +35.3% |
| 1Y | +43.2% | -71.4% | +114.7% | +37.9% |
| All | +43.2% | -73.4% | +116.6% | +37.9% |
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