-37.6%
RKT vs SOUN
-55.4%
+17.9%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -6.3% | -7.1% | +0.9% | -5.0% |
| 30D | -6.2% | -15.4% | +9.2% | -3.4% |
| 3M | -1.9% | -10.6% | +8.7% | -0.3% |
| 6M | -13.0% | -19.6% | +6.6% | -12.0% |
| YTD | -31.9% | -37.2% | +5.3% | -28.4% |
| 1Y | -37.6% | -57.1% | +19.5% | -30.8% |
| All | -37.6% | -55.4% | +17.9% | -30.8% |
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