-71.4%
SOUN vs KEY
+29.6%
-101.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.5% | +3.3% | +4.1% |
| 7D | -2.7% | +1.7% | -4.4% | -3.5% |
| 30D | -26.5% | +6.8% | -33.3% | -29.0% |
| 3M | -33.6% | -5.8% | -27.8% | -31.8% |
| 6M | -54.4% | +1.4% | -55.8% | -55.5% |
| YTD | -56.7% | +7.5% | -64.2% | -61.1% |
| 1Y | -71.4% | +29.6% | -101.1% | -79.5% |
| All | -71.4% | +29.6% | -101.1% | -79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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