-10.1%
SOUN vs AME
+91.9%
-102.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -1.4% |
| 7D | -5.2% | +0.6% | -5.8% | -5.7% |
| 30D | +4.8% | -6.7% | +11.5% | +11.4% |
| 3M | -15.9% | +4.1% | -19.9% | -19.1% |
| 6M | -17.4% | +1.6% | -19.0% | -20.0% |
| YTD | -32.4% | +16.1% | -48.5% | -42.8% |
| 1Y | -49.3% | +27.3% | -76.6% | -61.2% |
| 3Y | +167.5% | +50.9% | +116.6% | +78.5% |
| All | -10.1% | +91.9% | -102.0% | -27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling