-47.9%
SOUN vs RBA
+84.8%
-132.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.3% |
| 7D | -9.5% | +0.6% | -10.1% | -9.8% |
| 30D | -21.3% | +9.0% | -30.3% | -24.5% |
| 3M | -47.2% | +7.2% | -54.4% | -49.1% |
| 6M | -53.7% | -7.8% | -46.0% | -52.9% |
| YTD | -60.8% | -6.4% | -54.4% | -60.4% |
| 1Y | -70.9% | -4.2% | -66.7% | -70.9% |
| 3Y | +118.4% | +64.1% | +54.4% | +94.3% |
| All | -47.9% | +84.8% | -132.7% | -43.5% |
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