-49.3%
SOUN vs AVTR
+16.8%
-66.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.3% |
| 7D | -5.2% | +2.7% | -7.9% | -5.8% |
| 30D | +4.8% | +12.1% | -7.2% | +2.1% |
| 3M | -15.9% | +57.2% | -73.1% | -26.9% |
| 6M | -17.4% | +73.1% | -90.5% | -31.1% |
| YTD | -32.4% | +30.6% | -63.0% | -39.4% |
| 1Y | -49.3% | +13.5% | -62.8% | -56.1% |
| All | -49.3% | +16.8% | -66.1% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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