-13.6%
SOUN vs RBA
+57.1%
-70.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.1% |
| 7D | -4.4% | -1.9% | -2.5% | -3.6% |
| 30D | -13.1% | -13.0% | -0.2% | -7.5% |
| 3M | -7.7% | -23.1% | +15.4% | +2.6% |
| 6M | -21.2% | -22.6% | +1.4% | -12.7% |
| YTD | -35.0% | -20.4% | -14.6% | -29.0% |
| 1Y | -56.4% | -29.6% | -26.8% | -49.6% |
| 3Y | +181.7% | +26.6% | +155.2% | +173.6% |
| All | -13.6% | +57.1% | -70.7% | +1.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling