-56.4%
SOUN vs APD
+5.1%
-61.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.5% | -1.5% |
| 7D | -4.4% | -4.6% | +0.2% | -4.9% |
| 30D | -13.1% | -4.2% | -8.9% | -13.6% |
| 3M | -7.7% | +5.0% | -12.7% | -6.9% |
| 6M | -21.2% | +8.9% | -30.1% | -20.1% |
| YTD | -35.0% | +21.9% | -56.9% | -33.7% |
| 1Y | -56.4% | +5.6% | -61.9% | -48.1% |
| All | -56.4% | +5.1% | -61.5% | -48.1% |
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