-57.1%
SOUN vs AJG
-17.2%
-39.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.4% |
| 7D | -7.1% | -8.3% | +1.1% | -7.8% |
| 30D | -15.4% | -5.7% | -9.7% | -15.8% |
| 3M | -10.6% | +9.1% | -19.7% | -11.6% |
| 6M | -19.6% | +15.2% | -34.9% | -20.9% |
| YTD | -37.2% | -6.3% | -30.9% | -39.8% |
| 1Y | -57.1% | -19.1% | -37.9% | -52.2% |
| All | -57.1% | -17.2% | -39.9% | -52.2% |
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