-71.4%
SOUN vs AJG
+19.3%
-90.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.5% | -0.6% | +4.9% |
| 7D | -2.7% | +10.7% | -13.4% | -2.5% |
| 30D | -26.5% | +26.9% | -53.4% | -26.2% |
| 3M | -33.6% | +16.6% | -50.2% | -33.7% |
| 6M | -54.4% | +40.1% | -94.5% | -55.4% |
| YTD | -56.7% | +12.4% | -69.1% | -59.1% |
| 1Y | -71.4% | +15.9% | -87.4% | -72.6% |
| All | -71.4% | +19.3% | -90.8% | -72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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