-10.7%
KHC vs SOUN
+177.2%
-187.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.7% | +0.2% |
| 7D | -2.2% | -4.1% | +1.9% | -2.2% |
| 30D | -0.1% | -18.1% | +18.0% | 0.0% |
| 3M | +8.3% | -12.3% | +20.6% | +8.4% |
| 6M | +5.0% | -18.6% | +23.5% | +5.1% |
| YTD | +8.0% | -34.1% | +42.1% | +8.2% |
| 1Y | -1.1% | -57.0% | +55.9% | -0.7% |
| 3Y | -10.7% | +185.7% | -196.4% | -16.8% |
| All | -10.7% | +177.2% | -187.9% | -16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling