-28.2%
KHC vs SOUN
-22.7%
-5.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.8% | -5.2% | +3.4% | -1.8% |
| 30D | -1.9% | +4.8% | -6.7% | -1.9% |
| 3M | +14.4% | -15.9% | +30.3% | +14.4% |
| 6M | +8.7% | -17.4% | +26.1% | +8.8% |
| YTD | +7.8% | -32.4% | +40.2% | +7.8% |
| 1Y | -1.5% | -49.3% | +47.8% | -1.5% |
| 3Y | -9.9% | +167.5% | -177.3% | -9.9% |
| All | -28.2% | -22.7% | -5.5% | -28.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling