-29.9%
KHC vs SOUN
-55.2%
+25.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | +0.1% |
| 7D | -4.6% | -9.5% | +4.9% | -4.6% |
| 30D | +8.1% | -21.3% | +29.4% | +8.1% |
| 3M | 0.0% | -47.2% | +47.3% | 0.0% |
| 6M | +7.9% | -53.7% | +61.7% | +8.0% |
| YTD | +5.3% | -60.8% | +66.0% | +5.3% |
| 1Y | +5.1% | -70.9% | +76.0% | +5.2% |
| 3Y | -12.8% | +118.4% | -131.2% | -12.7% |
| All | -29.9% | -55.2% | +25.3% | -29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling