+62.7%
RKT vs SOUN
-24.7%
+87.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.7% | -1.6% |
| 7D | +6.0% | -4.1% | +10.1% | +6.3% |
| 30D | +0.7% | -18.1% | +18.7% | +2.0% |
| 3M | +11.8% | -12.3% | +24.1% | +12.5% |
| 6M | -7.6% | -18.6% | +11.0% | -6.9% |
| YTD | -28.7% | -34.1% | +5.4% | -27.3% |
| 1Y | -32.6% | -57.0% | +24.5% | -29.8% |
| 3Y | +42.1% | +185.7% | -143.6% | +25.2% |
| All | +62.7% | -24.7% | +87.3% | +43.7% |
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