+47.6%
SOFI vs KHC
-4.5%
+52.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.1% |
| 7D | +5.6% | -2.2% | +7.8% | +5.6% |
| 30D | -2.0% | -0.1% | -1.9% | -2.0% |
| 3M | +9.2% | +8.3% | +0.8% | +9.1% |
| 6M | -4.7% | +5.0% | -9.7% | -4.8% |
| YTD | -31.2% | +8.0% | -39.2% | -31.2% |
| 1Y | -30.6% | -1.1% | -29.5% | -30.8% |
| 3Y | +110.6% | -10.7% | +121.4% | +109.2% |
| 5Y | +16.4% | -13.5% | +29.9% | +19.0% |
| All | +47.6% | -4.5% | +52.1% | +97.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling