-71.4%
SOUN vs MKSI
+40.1%
-111.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -5.0% | +9.8% | +6.1% |
| 7D | -2.7% | -10.7% | +8.0% | 0.0% |
| 30D | -26.5% | -30.5% | +4.0% | -19.7% |
| 3M | -33.6% | -39.2% | +5.5% | -25.5% |
| 6M | -54.4% | -33.0% | -21.4% | -51.6% |
| YTD | -56.7% | +22.3% | -79.0% | -61.7% |
| 1Y | -71.4% | +42.7% | -114.1% | -75.5% |
| All | -71.4% | +40.1% | -111.6% | -75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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