+50.4%
KO vs SOUN
-28.0%
+78.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +0.3% |
| 7D | -1.1% | -6.8% | +5.7% | -1.1% |
| 30D | +1.6% | -15.2% | +16.8% | +1.5% |
| 3M | +5.8% | -7.0% | +12.7% | +5.7% |
| 6M | +14.3% | -20.5% | +34.8% | +14.2% |
| YTD | +27.3% | -37.0% | +64.3% | +27.2% |
| 1Y | +33.2% | -55.3% | +88.5% | +32.9% |
| 3Y | +64.5% | +173.0% | -108.6% | +64.0% |
| All | +50.4% | -28.0% | +78.3% | +50.4% |
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