-46.0%
SOUN vs KMB
-4.9%
-41.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.2% | -4.7% | -1.2% |
| 7D | -1.0% | +3.4% | -4.4% | -0.8% |
| 30D | -24.9% | +14.7% | -39.6% | -24.0% |
| 3M | -49.5% | +3.3% | -52.8% | -49.4% |
| 6M | -54.4% | +16.8% | -71.2% | -53.7% |
| YTD | -59.4% | +15.2% | -74.6% | -58.7% |
| 1Y | -71.4% | +13.3% | -84.7% | -70.9% |
| 3Y | +134.1% | +5.4% | +128.7% | +153.7% |
| All | -46.0% | -4.9% | -41.1% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 all: compounded portfolio wealth divided by compounded KMB 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…
all analysis · Full analysis span regression · 6 months rolling