+33.6%
KO vs SOFI
-33.2%
+66.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.3% |
| 7D | -1.1% | -7.0% | +5.9% | -1.7% |
| 30D | +1.6% | -4.3% | +5.8% | +1.3% |
| 3M | +5.8% | +8.4% | -2.7% | +6.8% |
| 6M | +14.3% | -5.9% | +20.2% | +14.6% |
| YTD | +27.3% | -34.3% | +61.6% | +26.0% |
| All | +33.6% | -33.2% | +66.8% | +33.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling