+116.2%
SOUN vs APD
+27.2%
+89.0%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.4% | -4.8% | -4.6% |
| 7D | -6.1% | -0.2% | -5.8% | -6.0% |
| 30D | -28.2% | +11.0% | -39.2% | -32.1% |
| 3M | -48.1% | +1.3% | -49.4% | -48.5% |
| 6M | -56.4% | +6.4% | -62.8% | -58.1% |
| YTD | -61.2% | +28.9% | -90.1% | -67.8% |
| 1Y | -73.1% | +23.2% | -96.4% | -77.1% |
| 3Y | +116.2% | +26.3% | +89.9% | +55.0% |
| All | +116.2% | +27.2% | +89.0% | +55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling