+12.6%
SOFI vs KGC
+435.7%
-423.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | +0.6% |
| 7D | -7.0% | -8.4% | +1.4% | -4.6% |
| 30D | -4.3% | +6.3% | -10.6% | -6.0% |
| 3M | +8.4% | +22.4% | -14.0% | +1.7% |
| 6M | -5.9% | -11.4% | +5.5% | -3.6% |
| YTD | -34.3% | +3.1% | -37.4% | -36.2% |
| 1Y | -32.6% | +26.6% | -59.2% | -38.8% |
| 3Y | +101.3% | +525.6% | -424.3% | +5.7% |
| 5Y | +12.6% | +451.7% | -439.1% | -30.3% |
| All | +12.6% | +435.7% | -423.1% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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