-12.4%
SOUN vs APTV
-56.9%
+44.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.6% | +2.1% | +0.3% |
| 7D | -4.1% | +2.0% | -6.0% | -5.3% |
| 30D | -18.1% | -7.7% | -10.4% | -14.3% |
| 3M | -12.3% | -34.0% | +21.7% | +10.7% |
| 6M | -18.6% | -37.1% | +18.5% | +4.4% |
| YTD | -34.1% | -39.9% | +5.8% | -13.8% |
| 1Y | -57.0% | -44.4% | -12.6% | -40.6% |
| 3Y | +185.7% | -54.5% | +240.1% | +320.7% |
| All | -12.4% | -56.9% | +44.5% | +40.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling