+228.8%
SOUN vs BAM
+86.2%
+142.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.5% | -4.4% |
| 7D | -2.6% | +9.7% | -12.3% | -11.6% |
| 30D | -27.0% | +19.0% | -46.0% | -38.9% |
| 3M | -41.9% | +0.6% | -42.5% | -43.0% |
| 6M | -56.1% | +11.1% | -67.2% | -61.5% |
| YTD | -58.8% | +4.2% | -63.0% | -61.4% |
| 1Y | -71.1% | +3.3% | -74.4% | -72.7% |
| 3Y | +130.9% | +88.8% | +42.1% | +39.0% |
| All | +228.8% | +86.2% | +142.6% | +111.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling