-10.1%
SOUN vs AVAV
+77.7%
-87.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.6% |
| 7D | -5.2% | -2.2% | -3.0% | -4.5% |
| 30D | +4.8% | -13.9% | +18.8% | +10.5% |
| 3M | -15.9% | -29.2% | +13.4% | -6.6% |
| 6M | -17.4% | -36.1% | +18.7% | -6.4% |
| YTD | -32.4% | -40.2% | +7.8% | -23.0% |
| 1Y | -49.3% | -36.2% | -13.1% | -43.2% |
| 3Y | +167.5% | +47.5% | +119.9% | +86.9% |
| All | -10.1% | +77.7% | -87.8% | -57.3% |
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