-45.2%
SOUN vs AVAV
+38.5%
-83.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +10.5% | -14.0% | -7.1% |
| 7D | -2.6% | -10.6% | +8.0% | +0.4% |
| 30D | -27.0% | -18.8% | -8.2% | -22.2% |
| 3M | -41.9% | -34.1% | -7.8% | -33.8% |
| 6M | -56.1% | -35.3% | -20.8% | -50.8% |
| YTD | -58.8% | -53.4% | -5.4% | -49.4% |
| 1Y | -71.1% | -65.6% | -5.5% | -60.8% |
| 3Y | +130.9% | -5.1% | +136.0% | +93.1% |
| All | -45.2% | +38.5% | -83.7% | -72.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling