-45.2%
SOUN vs AMBA
-30.6%
-14.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +6.1% | -9.6% | -6.4% |
| 7D | -2.6% | -7.2% | +4.6% | +0.4% |
| 30D | -27.0% | -10.4% | -16.6% | -23.7% |
| 3M | -41.9% | -30.1% | -11.8% | -32.0% |
| 6M | -56.1% | -22.4% | -33.7% | -55.2% |
| YTD | -58.8% | -17.3% | -41.4% | -59.9% |
| 1Y | -71.1% | -35.4% | -35.7% | -68.4% |
| 3Y | +130.9% | +18.6% | +112.3% | +77.5% |
| All | -45.2% | -30.6% | -14.6% | -49.5% |
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