-45.2%
SOUN vs AFRM
+123.3%
-168.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.2% | -1.3% | -2.6% |
| 7D | -2.6% | -7.3% | +4.7% | +0.3% |
| 30D | -27.0% | -9.6% | -17.4% | -24.0% |
| 3M | -41.9% | -11.1% | -30.9% | -39.6% |
| 6M | -56.1% | +3.9% | -60.0% | -57.3% |
| YTD | -58.8% | -8.5% | -50.3% | -58.0% |
| 1Y | -71.1% | +3.3% | -74.4% | -72.1% |
| 3Y | +130.9% | +213.7% | -82.8% | +33.8% |
| All | -45.2% | +123.3% | -168.5% | -72.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling