-33.3%
SOFI vs KHC
-1.6%
-31.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | +0.6% |
| 7D | -4.9% | -1.0% | -3.9% | -4.9% |
| 30D | -3.5% | +1.9% | -5.3% | -3.6% |
| 3M | +3.9% | +3.2% | +0.7% | +2.7% |
| 6M | -6.5% | +10.0% | -16.5% | -7.6% |
| YTD | -33.8% | +6.7% | -40.5% | -34.1% |
| 1Y | -33.3% | -0.9% | -32.4% | -34.8% |
| All | -33.3% | -1.6% | -31.7% | -34.8% |
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