+151.0%
AAPL vs SOFI
+37.6%
+113.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.8% | +3.5% | +0.2% |
| 7D | -3.0% | -2.9% | -0.1% | -2.6% |
| 30D | +2.3% | -4.4% | +6.7% | +2.7% |
| 3M | +8.6% | +5.2% | +3.4% | +7.4% |
| 6M | +21.6% | -7.8% | +29.3% | +21.6% |
| YTD | +16.3% | -33.8% | +50.1% | +21.0% |
| 1Y | +35.1% | -33.3% | +68.3% | +39.4% |
| 3Y | +79.4% | +102.7% | -23.3% | +55.5% |
| 5Y | +109.8% | +10.5% | +99.4% | +77.6% |
| All | +151.0% | +37.6% | +113.4% | +111.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling