-49.3%
SOUN vs AFRM
-15.0%
-34.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +1.4% |
| 7D | -5.2% | -7.0% | +1.8% | -1.8% |
| 30D | +4.8% | -7.8% | +12.6% | +8.7% |
| 3M | -15.9% | +5.3% | -21.2% | -19.3% |
| 6M | -17.4% | +42.6% | -60.0% | -31.8% |
| YTD | -32.4% | -2.8% | -29.6% | -35.4% |
| 1Y | -49.3% | -19.3% | -30.0% | -50.4% |
| All | -49.3% | -15.0% | -34.3% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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