+619.5%
APP vs SOFI
+100.3%
+519.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.8% | +1.5% | -0.2% |
| 7D | -4.4% | -2.9% | -1.5% | -3.0% |
| 30D | -10.0% | -4.4% | -5.7% | -8.4% |
| 3M | -41.4% | +5.2% | -46.7% | -43.6% |
| 6M | -41.0% | -7.8% | -33.3% | -39.6% |
| YTD | -54.7% | -33.8% | -20.9% | -44.7% |
| 1Y | -45.3% | -33.3% | -12.1% | -36.0% |
| All | +619.5% | +100.3% | +519.1% | +389.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling