+55.4%
RKT vs SOUN
-28.0%
+83.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.6% |
| 7D | -7.2% | -6.8% | -0.4% | -6.8% |
| 30D | -7.9% | -15.2% | +7.4% | -6.9% |
| 3M | +5.2% | -7.0% | +12.1% | +5.5% |
| 6M | -14.9% | -20.5% | +5.6% | -14.1% |
| YTD | -31.9% | -37.0% | +5.1% | -30.3% |
| 1Y | -36.9% | -55.3% | +18.4% | -34.4% |
| 3Y | +35.7% | +173.0% | -137.3% | +19.9% |
| All | +55.4% | -28.0% | +83.4% | +37.7% |
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 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