+185.7%
SOUN vs AA
+89.1%
+96.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.5% | -6.1% | -4.3% |
| 7D | -4.1% | +1.7% | -5.7% | -5.0% |
| 30D | -18.1% | +3.3% | -21.4% | -20.0% |
| 3M | -12.3% | -29.4% | +17.1% | +2.6% |
| 6M | -18.6% | -12.8% | -5.8% | -17.0% |
| YTD | -34.1% | -2.1% | -32.0% | -37.1% |
| 1Y | -57.0% | +62.8% | -119.8% | -69.2% |
| 3Y | +185.7% | +90.5% | +95.2% | +65.8% |
| All | +185.7% | +89.1% | +96.5% | +65.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling