-12.4%
SOUN vs AEM
+303.8%
-316.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -2.3% |
| 7D | -4.1% | +4.3% | -8.4% | -4.8% |
| 30D | -18.1% | +13.1% | -31.2% | -20.0% |
| 3M | -12.3% | +24.8% | -37.1% | -15.9% |
| 6M | -18.6% | -8.2% | -10.3% | -18.8% |
| YTD | -34.1% | +19.8% | -53.9% | -35.6% |
| 1Y | -57.0% | +32.1% | -89.1% | -58.0% |
| 3Y | +185.7% | +348.2% | -162.5% | +200.3% |
| All | -12.4% | +303.8% | -316.2% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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