+15.4%
SOFI vs KIM
+35.9%
-20.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.1% | +1.0% |
| 7D | -4.9% | -1.7% | -3.2% | -3.4% |
| 30D | -3.5% | -3.0% | -0.5% | -0.9% |
| 3M | +3.9% | -8.9% | +12.8% | +12.0% |
| 6M | -6.5% | +2.4% | -8.9% | -10.2% |
| YTD | -33.8% | +18.3% | -52.2% | -45.4% |
| 1Y | -33.3% | +8.2% | -41.5% | -40.1% |
| 3Y | +94.6% | +44.0% | +50.6% | +32.3% |
| All | +15.4% | +35.9% | -20.5% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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