-44.5%
APP vs SOFI
-34.5%
-10.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +3.4% |
| 7D | +0.3% | -7.0% | +7.3% | +4.0% |
| 30D | -1.3% | -4.3% | +3.0% | +0.2% |
| 3M | -36.2% | +8.4% | -44.6% | -39.3% |
| 6M | -34.1% | -5.9% | -28.2% | -33.6% |
| YTD | -53.3% | -34.3% | -19.1% | -46.8% |
| 1Y | -44.5% | -32.6% | -12.0% | -36.2% |
| All | -44.5% | -34.5% | -10.0% | -36.2% |
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