-33.3%
SOFI vs KEEL
+89.9%
-123.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.8% | -3.1% | -0.3% |
| 7D | -4.9% | +2.9% | -7.8% | -5.8% |
| 30D | -3.5% | +0.8% | -4.3% | -4.5% |
| 3M | +3.9% | -35.3% | +39.2% | +11.9% |
| 6M | -6.5% | +59.4% | -65.9% | -21.2% |
| YTD | -33.8% | +51.9% | -85.8% | -44.6% |
| 1Y | -33.3% | +75.0% | -108.3% | -42.0% |
| All | -33.3% | +89.9% | -123.2% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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