-71.4%
SOUN vs ATI
+86.4%
-157.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.7% | +5.5% | +5.1% |
| 7D | -2.7% | +8.3% | -11.0% | -6.4% |
| 30D | -26.5% | -7.3% | -19.3% | -24.0% |
| 3M | -33.6% | -10.5% | -23.1% | -30.6% |
| 6M | -54.4% | +16.4% | -70.8% | -58.6% |
| YTD | -56.7% | +56.1% | -112.7% | -71.2% |
| 1Y | -71.4% | +86.5% | -158.0% | -83.8% |
| All | -71.4% | +86.4% | -157.9% | -83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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