-49.3%
SOUN vs MKSI
+162.5%
-211.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.3% | -1.5% |
| 7D | -5.2% | +1.8% | -7.0% | -5.8% |
| 30D | +4.8% | -16.8% | +21.6% | +11.0% |
| 3M | -15.9% | -21.1% | +5.2% | -12.3% |
| 6M | -17.4% | +10.8% | -28.3% | -27.6% |
| YTD | -32.4% | +63.3% | -95.7% | -52.8% |
| 1Y | -49.3% | +157.0% | -206.3% | -74.3% |
| All | -49.3% | +162.5% | -211.8% | -74.3% |
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