+382.3%
APP vs SOFI
+2.7%
+379.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +3.4% |
| 7D | +0.3% | -7.0% | +7.3% | +3.7% |
| 30D | -1.3% | -4.3% | +3.0% | +0.2% |
| 3M | -36.2% | +8.4% | -44.6% | -39.1% |
| 6M | -34.1% | -5.9% | -28.2% | -33.2% |
| YTD | -53.3% | -34.3% | -19.1% | -43.8% |
| 1Y | -44.5% | -32.6% | -12.0% | -35.9% |
| 3Y | +646.7% | +101.3% | +545.4% | +405.3% |
| 5Y | +306.4% | +12.6% | +293.9% | +195.3% |
| All | +382.3% | +2.7% | +379.6% | +222.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling