-71.4%
SOUN vs AR
+14.7%
-86.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -6.3% | +11.1% | +3.5% |
| 7D | -2.7% | -11.1% | +8.4% | -4.9% |
| 30D | -26.5% | +7.9% | -34.4% | -25.2% |
| 3M | -33.6% | +4.9% | -38.5% | -32.4% |
| 6M | -54.4% | -5.3% | -49.1% | -54.0% |
| YTD | -56.7% | +8.6% | -65.3% | -56.7% |
| 1Y | -71.4% | +13.7% | -85.1% | -72.5% |
| All | -71.4% | +14.7% | -86.2% | -72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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