-10.1%
SOUN vs APD
+40.0%
-50.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.4% |
| 7D | -5.2% | -2.2% | -3.0% | -4.3% |
| 30D | +4.8% | +2.1% | +2.7% | +4.0% |
| 3M | -15.9% | +7.2% | -23.0% | -18.5% |
| 6M | -17.4% | +11.2% | -28.7% | -22.0% |
| YTD | -32.4% | +24.4% | -56.8% | -39.9% |
| 1Y | -49.3% | +6.7% | -56.0% | -51.4% |
| 3Y | +167.5% | +9.2% | +158.2% | +135.1% |
| All | -10.1% | +40.0% | -50.2% | -38.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling