-32.7%
APP vs SOFI
-49.9%
+17.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.9% | +1.2% | -0.7% |
| 7D | +10.6% | -2.6% | +13.1% | +12.2% |
| 30D | +44.6% | +2.6% | +42.0% | +39.3% |
| 3M | +29.6% | -12.9% | +42.5% | +36.7% |
| 6M | -19.8% | -1.7% | -18.1% | -22.7% |
| YTD | -41.6% | -40.3% | -1.3% | -26.0% |
| 1Y | -32.7% | -51.5% | +18.8% | -7.6% |
| All | -32.7% | -49.9% | +17.2% | -7.6% |
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