-16.5%
SOUN vs AMCR
-11.4%
-5.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.4% |
| 7D | -7.1% | -6.3% | -0.9% | -4.4% |
| 30D | -15.4% | -7.8% | -7.6% | -12.3% |
| 3M | -10.6% | +7.5% | -18.1% | -13.9% |
| 6M | -19.6% | +2.7% | -22.3% | -21.3% |
| YTD | -37.2% | +6.0% | -43.2% | -40.0% |
| 1Y | -57.1% | +7.8% | -64.9% | -59.6% |
| 3Y | +178.2% | +5.8% | +172.4% | +165.9% |
| All | -16.5% | -11.4% | -5.1% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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