+42.0%
SOFI vs KWEB
-62.0%
+104.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | 0.0% | +0.3% |
| 7D | -4.9% | -5.6% | +0.6% | -2.3% |
| 30D | -3.5% | -10.7% | +7.2% | +1.8% |
| 3M | +3.9% | -7.4% | +11.3% | +7.3% |
| 6M | -6.5% | -19.3% | +12.8% | +2.7% |
| YTD | -33.8% | -27.8% | -6.1% | -23.4% |
| 1Y | -33.3% | -35.9% | +2.7% | -18.1% |
| 3Y | +94.6% | -1.9% | +96.5% | +86.6% |
| 5Y | +13.3% | -43.2% | +56.5% | +47.2% |
| All | +42.0% | -62.0% | +104.0% | +189.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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