-16.3%
SOUN vs DKS
+51.3%
-67.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +4.2% |
| 3M | -7.0% | -37.7% | +30.8% | +16.0% |
| 6M | -20.5% | -30.7% | +10.2% | -9.2% |
| YTD | -37.0% | -31.9% | -5.1% | -27.4% |
| 1Y | -55.3% | -40.0% | -15.3% | -44.0% |
| 3Y | +173.0% | +28.4% | +144.6% | +109.0% |
| All | -16.3% | +51.3% | -67.5% | -48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling