-57.0%
SOUN vs AFRM
-17.6%
-39.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.3% |
| 7D | -4.1% | +3.1% | -7.1% | -5.8% |
| 30D | -18.1% | -4.2% | -13.9% | -16.6% |
| 3M | -12.3% | +10.1% | -22.4% | -18.1% |
| 6M | -18.6% | +39.4% | -58.0% | -32.6% |
| YTD | -34.1% | -3.2% | -30.9% | -36.8% |
| 1Y | -57.0% | -16.1% | -41.0% | -57.6% |
| All | -57.0% | -17.6% | -39.5% | -57.6% |
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