-52.0%
SOUN vs AMBA
-27.6%
-24.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.3% | -5.6% | -6.9% |
| 7D | -15.5% | +10.7% | -26.2% | -19.7% |
| 30D | -26.2% | -5.0% | -21.2% | -24.9% |
| 3M | -51.4% | -26.9% | -24.5% | -44.4% |
| 6M | -55.3% | -21.9% | -33.4% | -54.3% |
| YTD | -63.9% | -13.8% | -50.1% | -65.5% |
| 1Y | -72.8% | -36.1% | -36.7% | -70.0% |
| 3Y | +101.1% | +21.6% | +79.5% | +52.5% |
| All | -52.0% | -27.6% | -24.4% | -56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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