+75.4%
SOUN vs APTV
-48.7%
+124.1%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -15.1% | -1.7% | -13.3% | -14.0% |
| 30D | -23.0% | -11.6% | -11.4% | -16.8% |
| 3M | -53.3% | -21.2% | -32.2% | -46.0% |
| 6M | -58.6% | -28.5% | -30.0% | -51.8% |
| YTD | -65.0% | -49.1% | -15.9% | -47.8% |
| 1Y | -71.4% | -52.2% | -19.3% | -55.3% |
| 3Y | +75.4% | -48.6% | +124.0% | +136.6% |
| All | +75.4% | -48.7% | +124.1% | +136.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling