+42.0%
SOFI vs KKR
+162.2%
-120.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | -4.9% | -6.2% | +1.2% | +0.2% |
| 30D | -3.5% | -8.9% | +5.4% | +4.2% |
| 3M | +3.9% | +6.3% | -2.4% | -2.0% |
| 6M | -6.5% | +16.5% | -23.0% | -18.5% |
| YTD | -33.8% | -20.3% | -13.6% | -21.8% |
| 1Y | -33.3% | -29.8% | -3.5% | -13.0% |
| 3Y | +94.6% | +63.2% | +31.4% | +21.3% |
| 5Y | +13.3% | +68.0% | -54.7% | -32.9% |
| All | +42.0% | +162.2% | -120.2% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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