+185.7%
SOUN vs RBA
+29.1%
+156.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -1.1% |
| 7D | -4.1% | -1.1% | -3.0% | -3.3% |
| 30D | -18.1% | -13.2% | -4.9% | -9.3% |
| 3M | -12.3% | -21.4% | +9.1% | +1.0% |
| 6M | -18.6% | -20.9% | +2.3% | -6.9% |
| YTD | -34.1% | -19.9% | -14.2% | -26.2% |
| 1Y | -57.0% | -28.7% | -28.4% | -46.6% |
| 3Y | +185.7% | +27.4% | +158.2% | +134.8% |
| All | +185.7% | +29.1% | +156.6% | +134.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling