+253.8%
SOFI vs KVUE
-20.4%
+274.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -4.9% | -5.1% | +0.2% | -4.6% |
| 30D | -3.5% | -6.3% | +2.9% | -3.0% |
| 3M | +3.9% | -0.5% | +4.4% | +3.8% |
| 6M | -6.5% | +3.1% | -9.6% | -6.8% |
| YTD | -33.8% | +6.7% | -40.5% | -34.3% |
| 1Y | -33.3% | -1.1% | -32.1% | -33.7% |
| 3Y | +94.6% | -8.7% | +103.4% | +86.6% |
| All | +253.8% | -20.4% | +274.3% | +164.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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