+156.3%
SOUN vs KVUE
-20.4%
+176.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | -6.8% | -6.1% | -0.7% | -7.7% |
| 30D | -15.2% | -5.6% | -9.7% | -15.9% |
| 3M | -7.0% | -0.3% | -6.6% | -7.0% |
| 6M | -20.5% | +1.4% | -21.9% | -20.2% |
| YTD | -37.0% | +6.7% | -43.8% | -36.2% |
| 1Y | -55.3% | +1.0% | -56.3% | -54.7% |
| 3Y | +173.0% | -5.4% | +178.4% | +165.7% |
| All | +156.3% | -20.4% | +176.7% | +116.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling