-16.5%
SOUN vs APTV
-57.0%
+40.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -7.1% | -5.0% | -2.1% | -4.3% |
| 30D | -15.4% | -6.1% | -9.3% | -12.4% |
| 3M | -10.6% | -33.0% | +22.4% | +11.6% |
| 6M | -19.6% | -35.2% | +15.6% | +0.9% |
| YTD | -37.2% | -40.1% | +2.9% | -17.7% |
| 1Y | -57.1% | -45.6% | -11.5% | -39.9% |
| 3Y | +178.2% | -54.4% | +232.6% | +308.8% |
| All | -16.5% | -57.0% | +40.5% | +33.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling