+37.7%
KR vs SOUN
+172.2%
-134.5%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.7% |
| 7D | -0.2% | -7.1% | +7.0% | -0.2% |
| 30D | +5.1% | -15.4% | +20.5% | +5.0% |
| 3M | -8.2% | -10.6% | +2.4% | -8.2% |
| 6M | -18.0% | -19.6% | +1.6% | -18.0% |
| YTD | -4.8% | -37.2% | +32.4% | -4.7% |
| 1Y | -11.0% | -57.1% | +46.0% | -10.9% |
| 3Y | +37.7% | +178.2% | -140.6% | +28.0% |
| All | +37.7% | +172.2% | -134.5% | +28.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling