+178.2%
SOUN vs KVUE
-9.0%
+187.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | -7.1% | -5.1% | -2.0% | -7.6% |
| 30D | -15.4% | -6.3% | -9.1% | -16.0% |
| 3M | -10.6% | -0.5% | -10.1% | -10.6% |
| 6M | -19.6% | +3.1% | -22.7% | -19.3% |
| YTD | -37.2% | +6.7% | -43.9% | -36.7% |
| 1Y | -57.1% | -1.1% | -55.9% | -56.5% |
| 3Y | +178.2% | -8.7% | +187.0% | +153.7% |
| All | +178.2% | -9.0% | +187.2% | +153.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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