-50.2%
RIVN vs SOUN
-28.2%
-22.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +1.8% | -7.1% | +9.0% | +2.7% |
| 30D | +0.6% | -15.4% | +16.0% | +2.6% |
| 3M | +3.2% | -10.6% | +13.7% | +4.4% |
| 6M | -3.7% | -19.6% | +15.9% | -2.2% |
| YTD | -18.7% | -37.2% | +18.5% | -15.4% |
| 1Y | +14.7% | -57.1% | +71.8% | +23.9% |
| 3Y | -31.5% | +178.2% | -209.7% | -46.2% |
| All | -50.2% | -28.2% | -22.0% | -61.1% |
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 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