-55.4%
APP vs SOFI
-40.7%
-14.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.6% | +7.1% | +8.6% |
| 7D | +4.5% | +1.4% | +3.1% | +4.0% |
| 30D | -3.6% | +9.2% | -12.8% | -8.5% |
| 3M | -35.3% | -7.1% | -28.2% | -32.9% |
| 6M | -42.8% | +7.3% | -50.1% | -46.3% |
| YTD | -59.7% | -33.6% | -26.1% | -52.7% |
| 1Y | -55.4% | -40.8% | -14.5% | -46.3% |
| All | -55.4% | -40.7% | -14.7% | -46.3% |
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