-16.3%
SOUN vs RBA
+55.6%
-71.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.6% |
| 7D | -6.8% | -3.3% | -3.5% | -5.4% |
| 30D | -15.2% | -9.8% | -5.5% | -11.2% |
| 3M | -7.0% | -23.5% | +16.5% | +3.6% |
| 6M | -20.5% | -21.5% | +1.0% | -12.6% |
| YTD | -37.0% | -21.2% | -15.8% | -30.9% |
| 1Y | -55.3% | -30.2% | -25.1% | -48.2% |
| 3Y | +173.0% | +25.3% | +147.7% | +166.3% |
| All | -16.3% | +55.6% | -71.9% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RBA 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling