-57.1%
SOUN vs RIO
+69.4%
-126.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.7% |
| 7D | -7.1% | -3.2% | -3.9% | -5.1% |
| 30D | -15.4% | +0.9% | -16.3% | -16.0% |
| 3M | -10.6% | -1.4% | -9.1% | -9.9% |
| 6M | -19.6% | +10.9% | -30.6% | -27.7% |
| YTD | -37.2% | +31.2% | -68.4% | -51.5% |
| 1Y | -57.1% | +67.9% | -125.0% | -72.7% |
| All | -57.1% | +69.4% | -126.5% | -72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 1y: compounded portfolio wealth divided by compounded RIO 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…
1y analysis · Full analysis span regression · 6 months rolling