-28.2%
SOFI vs KHC
-3.0%
-25.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.7% | -1.6% |
| 7D | +0.9% | -3.3% | +4.2% | +0.9% |
| 30D | -0.2% | -3.4% | +3.3% | -0.3% |
| 3M | +6.2% | +12.6% | -6.4% | +4.9% |
| 6M | -2.6% | +7.0% | -9.6% | -3.5% |
| YTD | -30.4% | +6.1% | -36.5% | -30.7% |
| 1Y | -28.2% | -3.1% | -25.1% | -30.3% |
| All | -28.2% | -3.0% | -25.2% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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