+134.1%
SOUN vs RBA
+48.1%
+86.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.4% | -3.9% | -3.0% |
| 7D | -1.0% | +2.5% | -3.5% | -2.5% |
| 30D | -24.9% | +11.6% | -36.4% | -30.5% |
| 3M | -49.5% | +1.5% | -51.0% | -50.3% |
| 6M | -54.4% | -6.6% | -47.8% | -53.9% |
| YTD | -59.4% | -6.3% | -53.1% | -59.5% |
| 1Y | -71.4% | -4.0% | -67.4% | -72.0% |
| 3Y | +134.1% | +47.3% | +86.8% | +82.1% |
| All | +134.1% | +48.1% | +86.0% | +82.1% |
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