+96.1%
KO vs SOFI
+36.7%
+59.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.3% |
| 7D | -1.1% | -7.0% | +5.9% | -1.1% |
| 30D | +1.6% | -4.3% | +5.8% | +1.5% |
| 3M | +5.8% | +8.4% | -2.7% | +5.8% |
| 6M | +14.3% | -5.9% | +20.2% | +14.3% |
| YTD | +27.3% | -34.3% | +61.6% | +27.4% |
| 1Y | +33.2% | -32.6% | +65.7% | +33.2% |
| 3Y | +64.5% | +101.3% | -36.8% | +63.0% |
| 5Y | +83.1% | +12.6% | +70.6% | +78.6% |
| All | +96.1% | +36.7% | +59.4% | +92.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling