-29.0%
KHC vs SOUN
-28.2%
-0.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | -1.0% | -7.1% | +6.1% | -1.0% |
| 30D | +1.9% | -15.4% | +17.3% | +1.9% |
| 3M | +3.2% | -10.6% | +13.8% | +3.2% |
| 6M | +10.0% | -19.6% | +29.6% | +10.0% |
| YTD | +6.7% | -37.2% | +43.9% | +6.7% |
| 1Y | -0.9% | -57.1% | +56.2% | -0.8% |
| 3Y | -13.6% | +178.2% | -191.8% | -13.5% |
| All | -29.0% | -28.2% | -0.7% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 10y: compounded portfolio wealth divided by compounded SOUN 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…
10y analysis · Full analysis span regression · 6 months rolling