+178.2%
SOUN vs KNX
+34.6%
+143.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.6% |
| 7D | -7.1% | -5.6% | -1.5% | -3.9% |
| 30D | -15.4% | -4.4% | -11.0% | -13.3% |
| 3M | -10.6% | -17.3% | +6.8% | -0.7% |
| 6M | -19.6% | +22.6% | -42.3% | -31.9% |
| YTD | -37.2% | +31.1% | -68.4% | -49.9% |
| 1Y | -57.1% | +60.2% | -117.3% | -71.0% |
| 3Y | +178.2% | +35.8% | +142.5% | +113.7% |
| All | +178.2% | +34.6% | +143.7% | +113.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 KNX 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