+130.9%
SOUN vs AVAV
-5.8%
+136.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +10.5% | -14.0% | -6.6% |
| 7D | -2.6% | -10.6% | +8.0% | +0.1% |
| 30D | -27.0% | -18.8% | -8.2% | -22.8% |
| 3M | -41.9% | -34.1% | -7.8% | -34.8% |
| 6M | -56.1% | -35.3% | -20.8% | -51.4% |
| YTD | -58.8% | -53.4% | -5.4% | -50.3% |
| 1Y | -71.1% | -65.6% | -5.5% | -62.4% |
| 3Y | +130.9% | -5.1% | +136.0% | +108.4% |
| All | +130.9% | -5.8% | +136.7% | +108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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