-49.3%
SOUN vs AA
+63.2%
-112.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.8% |
| 7D | -5.2% | -0.7% | -4.5% | -5.0% |
| 30D | +4.8% | +5.0% | -0.2% | +2.3% |
| 3M | -15.9% | -35.8% | +20.0% | -0.6% |
| 6M | -17.4% | -18.4% | +1.0% | -15.0% |
| YTD | -32.4% | -5.5% | -26.9% | -36.3% |
| 1Y | -49.3% | +61.0% | -110.2% | -60.1% |
| All | -49.3% | +63.2% | -112.5% | -60.1% |
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