-16.5%
SOUN vs AON
-0.3%
-16.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.3% | +0.1% |
| 7D | -7.1% | -6.3% | -0.8% | -5.4% |
| 30D | -15.4% | -14.1% | -1.3% | -11.9% |
| 3M | -10.6% | -9.5% | -1.1% | -9.0% |
| 6M | -19.6% | -4.0% | -15.6% | -20.4% |
| YTD | -37.2% | -13.8% | -23.4% | -35.4% |
| 1Y | -57.1% | -18.3% | -38.8% | -54.9% |
| 3Y | +178.2% | -7.2% | +185.4% | +170.2% |
| All | -16.5% | -0.3% | -16.2% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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