-71.4%
SOUN vs AS
-3.7%
-67.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.2% | -2.7% |
| 7D | -15.1% | -4.9% | -10.2% | -13.2% |
| 30D | -23.0% | +3.9% | -26.8% | -24.2% |
| 3M | -53.3% | -9.6% | -43.7% | -51.2% |
| 6M | -58.6% | -8.7% | -49.9% | -57.2% |
| YTD | -65.0% | -19.8% | -45.2% | -63.6% |
| 1Y | -71.4% | -1.5% | -69.9% | -71.3% |
| All | -71.4% | -3.7% | -67.7% | -71.3% |
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