+63.8%
KO vs SOFI
+100.2%
-36.4%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.5% |
| 7D | +0.2% | -4.9% | +5.2% | +0.1% |
| 30D | +1.8% | -3.5% | +5.3% | +1.8% |
| 3M | +7.7% | +3.9% | +3.8% | +7.8% |
| 6M | +15.3% | -6.5% | +21.8% | +15.4% |
| YTD | +28.0% | -33.8% | +61.8% | +27.9% |
| 1Y | +34.3% | -33.3% | +67.5% | +34.2% |
| 3Y | +63.8% | +94.6% | -30.8% | +57.4% |
| All | +63.8% | +100.2% | -36.4% | +57.4% |
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 2023-09-11 to 2026-09-11: 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling