-16.5%
SOUN vs MKSI
+143.7%
-160.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -1.4% |
| 7D | -7.1% | +2.7% | -9.8% | -8.5% |
| 30D | -15.4% | -12.8% | -2.6% | -9.6% |
| 3M | -10.6% | -22.5% | +11.9% | -1.8% |
| 6M | -19.6% | +19.4% | -39.0% | -33.1% |
| YTD | -37.2% | +67.7% | -104.9% | -58.5% |
| 1Y | -57.1% | +131.4% | -188.5% | -77.3% |
| 3Y | +178.2% | +197.3% | -19.1% | +25.1% |
| All | -16.5% | +143.7% | -160.2% | -44.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling