-49.3%
SOUN vs APD
+6.0%
-55.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | -0.1% |
| 7D | -5.2% | -2.2% | -3.0% | -5.4% |
| 30D | +4.8% | +2.1% | +2.7% | +5.2% |
| 3M | -15.9% | +7.2% | -23.0% | -14.8% |
| 6M | -17.4% | +11.2% | -28.6% | -16.1% |
| YTD | -32.4% | +24.4% | -56.8% | -30.8% |
| 1Y | -49.3% | +6.7% | -56.0% | -38.4% |
| All | -49.3% | +6.0% | -55.3% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling