-72.8%
SOUN vs BAM
-1.5%
-71.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.2% | -5.7% | -6.3% |
| 7D | -15.5% | -2.0% | -13.5% | -14.2% |
| 30D | -26.2% | +13.7% | -39.9% | -33.6% |
| 3M | -51.4% | -4.8% | -46.6% | -49.4% |
| 6M | -55.3% | +7.6% | -62.9% | -58.6% |
| YTD | -63.9% | +1.2% | -65.0% | -65.6% |
| 1Y | -72.8% | -2.3% | -70.5% | -73.0% |
| All | -72.8% | -1.5% | -71.3% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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