-12.4%
SOUN vs AMC
-98.4%
+86.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.4% | +0.9% | -1.9% |
| 7D | -4.1% | -0.8% | -3.3% | -4.0% |
| 30D | -18.1% | -1.2% | -16.9% | -18.0% |
| 3M | -12.3% | +42.2% | -54.5% | -20.9% |
| 6M | -18.6% | +118.8% | -137.4% | -33.7% |
| YTD | -34.1% | +64.1% | -98.2% | -43.2% |
| 1Y | -57.0% | -9.5% | -47.5% | -58.4% |
| 3Y | +185.7% | -64.3% | +250.0% | +197.6% |
| All | -12.4% | -98.4% | +86.0% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling