-53.5%
SOUN vs APA
+38.7%
-92.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.7% | -3.5% |
| 7D | -15.1% | +8.5% | -23.6% | -16.8% |
| 30D | -23.0% | +2.8% | -25.7% | -23.9% |
| 3M | -53.3% | +21.7% | -75.1% | -56.1% |
| 6M | -58.6% | +32.6% | -91.2% | -62.4% |
| YTD | -65.0% | +103.7% | -168.7% | -73.5% |
| 1Y | -71.4% | +101.8% | -173.2% | -78.3% |
| 3Y | +75.4% | +48.1% | +27.3% | +35.8% |
| All | -53.5% | +38.7% | -92.1% | -64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling