+433.3%
KLAC vs SOFI
+13.0%
+420.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.3% | +1.8% |
| 7D | -2.7% | -4.9% | +2.3% | -1.3% |
| 30D | -13.2% | -3.5% | -9.7% | -12.5% |
| 3M | -25.0% | +3.9% | -28.9% | -26.1% |
| 6M | +23.6% | -6.5% | +30.1% | +24.2% |
| YTD | +49.2% | -33.8% | +83.1% | +63.8% |
| 1Y | +89.3% | -33.3% | +122.6% | +105.2% |
| 3Y | +274.4% | +94.6% | +179.8% | +188.8% |
| All | +433.3% | +13.0% | +420.3% | +301.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 SOFI 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