+179.1%
SOUN vs APTV
-55.3%
+234.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.7% | -5.7% | -4.7% |
| 7D | -6.8% | -1.8% | -5.0% | -5.9% |
| 30D | -15.2% | -7.9% | -7.3% | -11.1% |
| 3M | -7.0% | -29.9% | +23.0% | +13.8% |
| 6M | -20.5% | -36.6% | +16.1% | +2.7% |
| YTD | -37.0% | -40.0% | +2.9% | -16.4% |
| 1Y | -55.3% | -44.0% | -11.3% | -37.3% |
| All | +179.1% | -55.3% | +234.4% | +304.6% |
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