-71.4%
SOUN vs KGC
-5.3%
-66.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +7.5% | -2.6% | +1.8% |
| 7D | -2.7% | -6.8% | +4.1% | 0.0% |
| 30D | -26.5% | -9.2% | -17.4% | -23.7% |
| 3M | -33.6% | -9.1% | -24.5% | -32.5% |
| 6M | -54.4% | -25.7% | -28.7% | -50.0% |
| YTD | -56.7% | -23.6% | -33.0% | -55.5% |
| 1Y | -71.4% | -4.3% | -67.2% | -75.6% |
| All | -71.4% | -5.3% | -66.1% | -75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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