+179.1%
SOUN vs DKS
+27.3%
+151.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -6.8% | -4.7% | -2.1% | -4.2% |
| 30D | -15.2% | -35.1% | +19.8% | +5.1% |
| 3M | -7.0% | -37.7% | +30.8% | +17.2% |
| 6M | -20.5% | -30.7% | +10.2% | -9.6% |
| YTD | -37.0% | -31.9% | -5.1% | -27.7% |
| 1Y | -55.3% | -40.0% | -15.3% | -43.6% |
| All | +179.1% | +27.3% | +151.8% | +67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 3y: compounded portfolio wealth divided by compounded DKS 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…
3y analysis · Full analysis span regression · 6 months rolling