+164.5%
AAPL vs SOFI
+37.6%
+126.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.7% |
| 7D | +3.8% | -4.9% | +8.8% | +4.5% |
| 30D | +9.9% | -3.5% | +13.4% | +10.2% |
| 3M | +12.5% | +3.9% | +8.6% | +11.4% |
| 6M | +27.6% | -6.5% | +34.2% | +27.4% |
| YTD | +22.6% | -33.8% | +56.4% | +27.5% |
| 1Y | +45.0% | -33.3% | +78.3% | +49.6% |
| 3Y | +87.8% | +94.6% | -6.8% | +63.6% |
| 5Y | +128.7% | +13.3% | +115.4% | +93.4% |
| All | +164.5% | +37.6% | +126.9% | +123.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling