-71.4%
SOUN vs AS
+3.3%
-74.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.1% | -0.3% | +2.5% |
| 7D | -2.7% | +13.8% | -16.5% | -8.4% |
| 30D | -26.5% | +16.7% | -43.2% | -31.6% |
| 3M | -33.6% | -11.5% | -22.1% | -29.7% |
| 6M | -54.4% | -5.5% | -48.9% | -53.6% |
| YTD | -56.7% | -14.2% | -42.5% | -55.8% |
| 1Y | -71.4% | +2.1% | -73.5% | -74.8% |
| All | -71.4% | +3.3% | -74.8% | -74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling