-71.4%
SOUN vs APTV
-46.4%
-25.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.6% | +0.2% | +3.3% |
| 7D | -2.7% | -1.9% | -0.8% | -2.2% |
| 30D | -26.5% | -1.4% | -25.1% | -26.2% |
| 3M | -33.6% | -9.3% | -24.3% | -31.7% |
| 6M | -54.4% | -27.3% | -27.1% | -50.9% |
| YTD | -56.7% | -43.1% | -13.5% | -49.0% |
| 1Y | -71.4% | -46.5% | -25.0% | -65.1% |
| All | -71.4% | -46.4% | -25.1% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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