+188.0%
SOUN vs APA
+12.6%
+175.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.0% | -4.3% | -2.0% |
| 7D | -4.4% | +0.3% | -4.7% | -4.5% |
| 30D | -13.1% | +9.3% | -22.4% | -15.1% |
| 3M | -7.7% | +23.3% | -31.0% | -13.1% |
| 6M | -21.2% | +39.5% | -60.7% | -31.2% |
| YTD | -35.0% | +87.6% | -122.6% | -49.5% |
| 1Y | -56.4% | +114.2% | -170.6% | -68.4% |
| All | +188.0% | +12.6% | +175.4% | +126.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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