+503.8%
APP vs SOFI
-6.7%
+510.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.9% | +1.2% | -0.9% |
| 7D | +10.6% | -2.6% | +13.1% | +12.0% |
| 30D | +44.6% | +2.6% | +42.0% | +40.9% |
| 3M | +29.6% | -12.9% | +42.5% | +35.6% |
| 6M | -19.8% | -1.7% | -18.1% | -21.0% |
| YTD | -41.6% | -40.3% | -1.3% | -27.4% |
| 1Y | -32.7% | -51.5% | +18.8% | -8.8% |
| 3Y | +799.0% | +125.2% | +673.8% | +481.1% |
| 5Y | +250.4% | -31.3% | +281.7% | +175.5% |
| All | +503.8% | -6.7% | +510.5% | +316.0% |
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