-71.4%
SOUN vs AME
+21.1%
-92.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.6% | +9.5% | +6.9% |
| 7D | -2.7% | -4.4% | +1.7% | -0.9% |
| 30D | -26.5% | -5.9% | -20.6% | -24.6% |
| 3M | -33.6% | -6.5% | -27.1% | -31.7% |
| 6M | -54.4% | +3.2% | -57.6% | -55.6% |
| YTD | -56.7% | +16.0% | -72.7% | -64.4% |
| 1Y | -71.4% | +20.4% | -91.9% | -77.6% |
| All | -71.4% | +21.1% | -92.5% | -77.6% |
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