+130.9%
SOUN vs AR
+19.9%
+111.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.2% |
| 7D | -2.6% | -14.3% | +11.7% | +2.8% |
| 30D | -27.0% | +1.4% | -28.4% | -28.0% |
| 3M | -41.9% | +3.4% | -45.3% | -43.6% |
| 6M | -56.1% | -2.1% | -54.1% | -56.8% |
| YTD | -58.8% | +4.7% | -63.5% | -62.2% |
| 1Y | -71.1% | +10.6% | -81.7% | -74.5% |
| 3Y | +130.9% | +24.6% | +106.3% | +51.0% |
| All | +130.9% | +19.9% | +111.0% | +51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling