-71.4%
SOUN vs BLK
+17.9%
-89.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.4% | -0.6% | +1.2% |
| 7D | -2.7% | +5.7% | -8.4% | -6.3% |
| 30D | -26.5% | +14.8% | -41.3% | -33.2% |
| 3M | -33.6% | +8.8% | -42.4% | -37.4% |
| 6M | -54.4% | +17.6% | -72.0% | -59.5% |
| YTD | -56.7% | +16.3% | -72.9% | -62.3% |
| 1Y | -71.4% | +18.0% | -89.4% | -75.7% |
| All | -71.4% | +17.9% | -89.3% | -75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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