-10.1%
SOUN vs RRC
+42.1%
-52.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.2% |
| 7D | -5.2% | +1.3% | -6.5% | -5.6% |
| 30D | +4.8% | +10.1% | -5.3% | +1.9% |
| 3M | -15.9% | +4.0% | -19.9% | -17.2% |
| 6M | -17.4% | +1.6% | -19.0% | -19.0% |
| YTD | -32.4% | +19.7% | -52.1% | -37.4% |
| 1Y | -49.3% | +21.4% | -70.7% | -53.6% |
| 3Y | +167.5% | +29.7% | +137.8% | +137.7% |
| All | -10.1% | +42.1% | -52.3% | -21.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling