-71.4%
SOUN vs AA
+13.9%
-85.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.8% | +2.1% | +3.8% |
| 7D | -2.7% | +0.9% | -3.6% | -3.0% |
| 30D | -26.5% | -6.4% | -20.1% | -24.7% |
| 3M | -33.6% | -13.0% | -20.7% | -30.6% |
| 6M | -54.4% | -34.6% | -19.8% | -47.9% |
| YTD | -56.7% | -23.0% | -33.6% | -57.7% |
| 1Y | -71.4% | +16.0% | -87.4% | -79.1% |
| All | -71.4% | +13.9% | -85.4% | -79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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