-12.4%
SOUN vs AVAV
+82.8%
-95.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.9% | -5.4% | -3.5% |
| 7D | -4.1% | +3.2% | -7.3% | -5.2% |
| 30D | -18.1% | -20.3% | +2.2% | -11.6% |
| 3M | -12.3% | -19.4% | +7.2% | -7.0% |
| 6M | -18.6% | -35.3% | +16.7% | -8.1% |
| YTD | -34.1% | -38.5% | +4.4% | -25.7% |
| 1Y | -57.0% | -37.2% | -19.8% | -51.7% |
| 3Y | +185.7% | +31.1% | +154.5% | +114.8% |
| All | -12.4% | +82.8% | -95.2% | -58.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling