+124.9%
RGTI vs SOUN
-28.0%
+152.9%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.7% |
| 7D | -0.1% | -6.8% | +6.7% | +2.6% |
| 30D | -16.2% | -15.2% | -0.9% | -10.5% |
| 3M | -22.0% | -7.0% | -15.1% | -19.3% |
| 6M | -10.8% | -20.5% | +9.7% | -3.3% |
| YTD | -31.6% | -37.0% | +5.5% | -18.3% |
| 1Y | -6.4% | -55.3% | +48.9% | +30.0% |
| 3Y | +665.7% | +173.0% | +492.6% | +512.5% |
| All | +124.9% | -28.0% | +152.9% | +85.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling