+12.6%
SOFI vs KHC
-14.0%
+26.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | -7.0% | -2.5% | -4.5% | -6.9% |
| 30D | -4.3% | +0.5% | -4.8% | -4.4% |
| 3M | +8.4% | +3.0% | +5.4% | +7.9% |
| 6M | -5.9% | +6.6% | -12.5% | -6.5% |
| YTD | -34.3% | +5.8% | -40.0% | -34.7% |
| 1Y | -32.6% | -2.2% | -30.3% | -32.7% |
| 3Y | +101.3% | -12.5% | +113.8% | +100.2% |
| 5Y | +12.6% | -13.6% | +26.1% | +16.1% |
| All | +12.6% | -14.0% | +26.5% | +16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling