-13.6%
SOUN vs RRC
+41.3%
-54.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | -4.4% | -1.7% | -2.7% | -4.0% |
| 30D | -13.1% | +3.6% | -16.7% | -14.0% |
| 3M | -7.7% | +8.8% | -16.5% | -10.5% |
| 6M | -21.2% | +0.8% | -22.0% | -22.5% |
| YTD | -35.0% | +19.0% | -54.0% | -39.7% |
| 1Y | -56.4% | +22.9% | -79.3% | -60.2% |
| 3Y | +181.7% | +32.3% | +149.4% | +149.6% |
| All | -13.6% | +41.3% | -54.9% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 5y: compounded portfolio wealth divided by compounded RRC 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…
5y analysis · Full analysis span regression · 6 months rolling