-48.4%
SOUN vs AR
+10.7%
-59.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +4.3% | -10.1% | -7.1% |
| 7D | -6.1% | -5.8% | -0.3% | -4.7% |
| 30D | -28.2% | +4.8% | -33.0% | -29.6% |
| 3M | -48.1% | +1.5% | -49.6% | -48.8% |
| 6M | -56.4% | +4.7% | -61.1% | -57.8% |
| YTD | -61.2% | +9.2% | -70.4% | -63.9% |
| 1Y | -73.1% | +11.2% | -84.3% | -75.3% |
| 3Y | +116.2% | +46.2% | +70.0% | +73.3% |
| All | -48.4% | +10.7% | -59.1% | -63.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling