+33.9%
AAPL vs SOFI
-25.1%
+59.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -2.4% |
| 7D | +0.1% | +0.9% | -0.8% | 0.0% |
| 30D | +3.0% | -0.2% | +3.1% | +2.9% |
| 3M | +2.9% | +6.2% | -3.3% | +2.0% |
| 6M | +22.1% | -2.6% | +24.7% | +21.6% |
| YTD | +18.0% | -30.4% | +48.4% | +22.0% |
| 1Y | +33.9% | -28.2% | +62.1% | +34.3% |
| All | +33.9% | -25.1% | +59.0% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 1y: compounded portfolio wealth divided by compounded SOFI 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…
1y analysis · Full analysis span regression · 6 months rolling