-10.1%
SOUN vs AMC
-98.3%
+88.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.3% | -0.8% |
| 7D | -5.2% | +2.3% | -7.5% | -5.7% |
| 30D | +4.8% | -0.7% | +5.6% | +4.8% |
| 3M | -15.9% | +35.2% | -51.1% | -23.2% |
| 6M | -17.4% | +124.6% | -142.0% | -33.0% |
| YTD | -32.4% | +69.9% | -102.3% | -42.2% |
| 1Y | -49.3% | -2.6% | -46.7% | -51.6% |
| 3Y | +167.5% | -79.8% | +247.2% | +201.1% |
| All | -10.1% | -98.3% | +88.2% | +46.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling