+185.7%
SOUN vs APD
+10.0%
+175.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -1.9% |
| 7D | -4.1% | -2.5% | -1.6% | -2.9% |
| 30D | -18.1% | -1.9% | -16.2% | -17.3% |
| 3M | -12.3% | +8.2% | -20.5% | -16.1% |
| 6M | -18.6% | +10.7% | -29.3% | -24.3% |
| YTD | -34.1% | +22.9% | -57.0% | -43.1% |
| 1Y | -57.0% | +5.8% | -62.8% | -59.0% |
| 3Y | +185.7% | +7.8% | +177.9% | +123.2% |
| All | +185.7% | +10.0% | +175.7% | +123.2% |
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 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