+42.0%
SOFI vs KHC
-5.6%
+47.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | +0.7% |
| 7D | -4.9% | -1.0% | -3.9% | -5.0% |
| 30D | -3.5% | +1.9% | -5.3% | -3.4% |
| 3M | +3.9% | +3.2% | +0.7% | +3.8% |
| 6M | -6.5% | +10.0% | -16.5% | -6.5% |
| YTD | -33.8% | +6.7% | -40.5% | -33.8% |
| 1Y | -33.3% | -0.9% | -32.4% | -33.4% |
| 3Y | +94.6% | -13.6% | +108.2% | +92.7% |
| 5Y | +13.3% | -12.8% | +26.1% | +17.1% |
| All | +42.0% | -5.6% | +47.6% | +89.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling