-13.6%
SOUN vs APD
+37.2%
-50.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.5% | -1.0% |
| 7D | -4.4% | -4.6% | +0.2% | -2.6% |
| 30D | -13.1% | -4.2% | -8.9% | -11.6% |
| 3M | -7.7% | +5.0% | -12.7% | -9.7% |
| 6M | -21.2% | +8.9% | -30.1% | -24.9% |
| YTD | -35.0% | +21.9% | -56.9% | -41.7% |
| 1Y | -56.4% | +5.6% | -61.9% | -58.1% |
| 3Y | +181.7% | +6.9% | +174.9% | +149.8% |
| All | -13.6% | +37.2% | -50.8% | -40.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling