-49.3%
SOUN vs AME
+29.8%
-79.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.8% |
| 7D | -5.2% | +0.6% | -5.8% | -5.5% |
| 30D | +4.8% | -6.7% | +11.5% | +8.6% |
| 3M | -15.9% | +4.1% | -19.9% | -17.4% |
| 6M | -17.4% | +1.6% | -19.0% | -19.7% |
| YTD | -32.4% | +16.1% | -48.5% | -39.3% |
| 1Y | -49.3% | +27.3% | -76.6% | -55.7% |
| All | -49.3% | +29.8% | -79.1% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 1y: compounded portfolio wealth divided by compounded AME 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…
1y analysis · Full analysis span regression · 6 months rolling