-46.0%
SOUN vs AMC
-97.8%
+51.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +8.3% | -9.7% | -3.1% |
| 7D | -1.0% | +6.6% | -7.6% | -2.5% |
| 30D | -24.9% | +14.1% | -39.0% | -27.0% |
| 3M | -49.5% | +31.3% | -80.8% | -52.6% |
| 6M | -54.4% | +126.7% | -181.1% | -63.1% |
| YTD | -59.4% | +117.9% | -177.3% | -67.2% |
| 1Y | -71.4% | +41.1% | -112.4% | -74.8% |
| 3Y | +134.1% | -61.0% | +195.1% | +139.0% |
| All | -46.0% | -97.8% | +51.8% | -16.8% |
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