-12.4%
SOUN vs AR
+14.9%
-27.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.3% |
| 7D | -4.1% | -1.8% | -2.3% | -3.5% |
| 30D | -18.1% | +12.6% | -30.7% | -21.3% |
| 3M | -12.3% | +10.0% | -22.3% | -15.8% |
| 6M | -18.6% | +0.6% | -19.2% | -20.4% |
| YTD | -34.1% | +13.4% | -47.5% | -38.9% |
| 1Y | -57.0% | +21.7% | -78.7% | -61.5% |
| 3Y | +185.7% | +45.8% | +139.8% | +129.8% |
| All | -12.4% | +14.9% | -27.3% | -37.3% |
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