-28.9%
KHC vs SOUN
-25.7%
-3.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.2% |
| 7D | -4.8% | -4.4% | -0.4% | -4.8% |
| 30D | +0.3% | -13.1% | +13.4% | +0.3% |
| 3M | +6.7% | -7.7% | +14.4% | +6.7% |
| 6M | +4.2% | -21.2% | +25.3% | +4.2% |
| YTD | +6.7% | -35.0% | +41.7% | +6.8% |
| 1Y | -1.4% | -56.4% | +55.0% | -1.3% |
| 3Y | -11.8% | +181.7% | -193.5% | -11.8% |
| All | -28.9% | -25.7% | -3.2% | -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 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