-10.1%
SOUN vs AR
+15.9%
-26.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | -5.2% | +2.5% | -7.7% | -6.0% |
| 30D | +4.8% | +14.8% | -10.0% | +0.1% |
| 3M | -15.9% | +6.2% | -22.1% | -18.1% |
| 6M | -17.4% | +4.3% | -21.7% | -20.2% |
| YTD | -32.4% | +14.4% | -46.8% | -37.5% |
| 1Y | -49.3% | +21.3% | -70.6% | -54.5% |
| 3Y | +167.5% | +39.8% | +127.7% | +116.9% |
| All | -10.1% | +15.9% | -26.0% | -35.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling