-55.3%
SOUN vs CAPR
+26.9%
-82.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.9% | +0.8% | -3.0% |
| 7D | -6.8% | -10.6% | +3.7% | -6.7% |
| 30D | -15.2% | +111.2% | -126.4% | -16.1% |
| 3M | -7.0% | -67.2% | +60.3% | -6.4% |
| 6M | -20.5% | -75.1% | +54.6% | -19.7% |
| YTD | -37.0% | -71.2% | +34.2% | -36.6% |
| 1Y | -55.3% | +31.1% | -86.4% | -54.3% |
| All | -55.3% | +26.9% | -82.2% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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