+278.9%
SOUN vs AHR
+357.7%
-78.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.2% | -1.1% |
| 7D | -4.4% | -4.3% | -0.1% | -3.5% |
| 30D | -13.1% | -3.1% | -10.1% | -12.6% |
| 3M | -7.7% | +15.7% | -23.4% | -11.2% |
| 6M | -21.2% | +4.1% | -25.2% | -22.0% |
| YTD | -35.0% | +15.4% | -50.4% | -38.2% |
| 1Y | -56.4% | +28.0% | -84.3% | -60.3% |
| All | +278.9% | +357.7% | -78.8% | +306.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling