-10.1%
SOUN vs RBA
+61.4%
-71.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -5.2% | -2.9% | -2.3% | -3.9% |
| 30D | +4.8% | -12.3% | +17.1% | +11.2% |
| 3M | -15.9% | -20.5% | +4.7% | -7.9% |
| 6M | -17.4% | -18.5% | +1.1% | -10.8% |
| YTD | -32.4% | -18.2% | -14.2% | -27.1% |
| 1Y | -49.3% | -27.5% | -21.8% | -42.2% |
| 3Y | +167.5% | +38.1% | +129.4% | +155.4% |
| All | -10.1% | +61.4% | -71.5% | +4.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling