-13.6%
SOUN vs AON
+0.3%
-13.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | -0.4% |
| 7D | -4.4% | -7.9% | +3.5% | -2.2% |
| 30D | -13.1% | -14.6% | +1.5% | -9.4% |
| 3M | -7.7% | -7.9% | +0.2% | -6.6% |
| 6M | -21.2% | -8.0% | -13.2% | -20.5% |
| YTD | -35.0% | -13.2% | -21.8% | -33.3% |
| 1Y | -56.4% | -16.4% | -39.9% | -54.5% |
| 3Y | +181.7% | -6.7% | +188.4% | +173.2% |
| All | -13.6% | +0.3% | -13.9% | -4.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling