+266.1%
SOUN vs AHR
+356.1%
-90.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | -7.1% | -2.1% | -5.0% | -6.7% |
| 30D | -15.4% | +1.9% | -17.3% | -15.8% |
| 3M | -10.6% | +15.7% | -26.2% | -13.9% |
| 6M | -19.6% | +2.5% | -22.2% | -20.1% |
| YTD | -37.2% | +15.0% | -52.2% | -40.3% |
| 1Y | -57.1% | +28.1% | -85.2% | -60.9% |
| All | +266.1% | +356.1% | -90.0% | +292.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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