-71.4%
SOUN vs KEY
+25.9%
-97.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.3% |
| 7D | -15.1% | +2.9% | -18.0% | -16.3% |
| 30D | -23.0% | +8.4% | -31.4% | -26.0% |
| 3M | -53.3% | -5.8% | -47.6% | -52.0% |
| 6M | -58.6% | +5.4% | -64.0% | -60.6% |
| YTD | -65.0% | +7.1% | -72.1% | -68.3% |
| 1Y | -71.4% | +26.8% | -98.2% | -77.6% |
| All | -71.4% | +25.9% | -97.4% | -77.6% |
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