-71.4%
SOUN vs VIK
+55.4%
-126.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.2% | -1.4% | +2.1% |
| 7D | -2.7% | +5.4% | -8.1% | -5.0% |
| 30D | -26.5% | +12.5% | -39.0% | -30.4% |
| 3M | -33.6% | -15.2% | -18.4% | -28.8% |
| 6M | -54.4% | +15.4% | -69.7% | -59.0% |
| YTD | -56.7% | +27.7% | -84.3% | -63.6% |
| 1Y | -71.4% | +59.7% | -131.2% | -79.0% |
| All | -71.4% | +55.4% | -126.9% | -79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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