-53.5%
SOUN vs AR
+13.9%
-67.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.1% | -3.1% |
| 7D | -15.1% | +7.4% | -22.5% | -16.9% |
| 30D | -23.0% | +5.8% | -28.7% | -24.7% |
| 3M | -53.3% | +5.2% | -58.6% | -54.5% |
| 6M | -58.6% | +5.4% | -64.0% | -59.9% |
| YTD | -65.0% | +12.4% | -77.4% | -67.7% |
| 1Y | -71.4% | +12.8% | -84.3% | -73.7% |
| 3Y | +75.4% | +47.2% | +28.2% | +40.0% |
| All | -53.5% | +13.9% | -67.4% | -66.9% |
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