+188.0%
SOUN vs KEY
+132.7%
+55.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.2% |
| 7D | -5.2% | +2.2% | -7.4% | -7.1% |
| 30D | +4.8% | -3.0% | +7.8% | +7.4% |
| 3M | -15.9% | +3.3% | -19.2% | -19.2% |
| 6M | -17.4% | +9.2% | -26.6% | -25.4% |
| YTD | -32.4% | +10.6% | -43.0% | -39.8% |
| 1Y | -49.3% | +20.4% | -69.7% | -58.6% |
| All | +188.0% | +132.7% | +55.3% | +25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling