+298.1%
APP vs SOFI
-32.9%
+331.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.3% | +5.3% | +4.6% |
| 7D | +4.6% | -4.9% | +9.4% | +7.2% |
| 30D | +56.0% | +8.4% | +47.6% | +47.5% |
| 3M | +30.8% | -16.3% | +47.2% | +40.1% |
| 6M | -9.8% | +0.7% | -10.5% | -12.7% |
| YTD | -39.3% | -41.1% | +1.8% | -22.8% |
| 1Y | -26.4% | -45.7% | +19.2% | -3.2% |
| 3Y | +887.9% | +119.0% | +768.9% | +507.0% |
| All | +298.1% | -32.9% | +331.0% | +231.6% |
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 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