-70.9%
SOUN vs KEY
+23.0%
-93.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.6% | +0.8% |
| 7D | -9.5% | -0.5% | -9.0% | -9.3% |
| 30D | -21.3% | +6.7% | -28.0% | -23.9% |
| 3M | -47.2% | -4.6% | -42.6% | -46.0% |
| 6M | -53.7% | +2.6% | -56.3% | -55.3% |
| YTD | -60.8% | +7.0% | -67.7% | -64.7% |
| 1Y | -70.9% | +23.5% | -94.4% | -77.2% |
| All | -70.9% | +23.0% | -93.9% | -77.2% |
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