+358.8%
APP vs SOFI
+13.9%
+344.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.5% | -2.1% |
| 7D | +0.1% | +5.6% | -5.5% | -2.7% |
| 30D | -10.0% | -2.0% | -8.0% | -9.6% |
| 3M | -44.6% | +9.2% | -53.8% | -47.5% |
| 6M | -37.9% | -4.7% | -33.2% | -37.3% |
| YTD | -53.7% | -31.2% | -22.5% | -44.8% |
| 1Y | -43.0% | -30.6% | -12.3% | -34.5% |
| 3Y | +640.8% | +110.6% | +530.1% | +369.1% |
| 5Y | +358.8% | +16.4% | +342.4% | +247.9% |
| All | +358.8% | +13.9% | +344.9% | +247.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling