+8.4%
KHC vs SOUN
-56.7%
+65.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.9% | +8.8% | +0.5% |
| 7D | -3.3% | -15.5% | +12.2% | -4.0% |
| 30D | +9.1% | -26.2% | +35.4% | +7.5% |
| 3M | +1.4% | -51.4% | +52.7% | -2.3% |
| 6M | +8.4% | -55.3% | +63.7% | +6.1% |
| All | +8.4% | -56.7% | +65.0% | +6.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling