-16.5%
SOUN vs BRKR
-4.7%
-11.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -7.1% | -8.7% | +1.5% | -3.6% |
| 30D | -15.4% | -9.9% | -5.6% | -11.8% |
| 3M | -10.6% | -3.1% | -7.5% | -13.0% |
| 6M | -19.6% | +45.5% | -65.1% | -37.3% |
| YTD | -37.2% | +13.7% | -50.9% | -44.7% |
| 1Y | -57.1% | +67.4% | -124.5% | -69.1% |
| 3Y | +178.2% | -13.2% | +191.4% | +160.3% |
| All | -16.5% | -4.7% | -11.9% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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