+178.2%
SOUN vs AMP
+66.7%
+111.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -1.2% |
| 7D | -7.1% | -0.5% | -6.6% | -6.5% |
| 30D | -15.4% | -1.3% | -14.1% | -14.1% |
| 3M | -10.6% | +24.2% | -34.8% | -33.0% |
| 6M | -19.6% | +24.6% | -44.2% | -41.1% |
| YTD | -37.2% | +14.8% | -52.0% | -49.0% |
| 1Y | -57.1% | +12.8% | -69.8% | -64.3% |
| 3Y | +178.2% | +69.0% | +109.3% | +13.1% |
| All | +178.2% | +66.7% | +111.6% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 3y: compounded portfolio wealth divided by compounded AMP 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…
3y analysis · Full analysis span regression · 6 months rolling