-45.2%
SOUN vs KEY
+30.4%
-75.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.2% |
| 7D | -2.6% | -1.3% | -1.3% | -1.8% |
| 30D | -27.0% | +5.1% | -32.1% | -29.5% |
| 3M | -41.9% | -7.1% | -34.8% | -39.2% |
| 6M | -56.1% | -4.4% | -51.8% | -55.3% |
| YTD | -58.8% | +4.0% | -62.8% | -60.4% |
| 1Y | -71.1% | +23.4% | -94.5% | -75.3% |
| 3Y | +130.9% | +113.9% | +17.0% | +47.8% |
| All | -45.2% | +30.4% | -75.6% | -44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling