-12.2%
BKNG vs SOFI
-41.1%
+29.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +3.6% | +6.2% | +9.3% |
| 7D | +15.6% | +1.4% | +14.2% | +15.3% |
| 30D | +8.0% | +9.2% | -1.2% | +6.6% |
| 3M | -11.8% | -7.1% | -4.7% | -11.0% |
| 6M | +3.8% | +7.3% | -3.5% | +1.6% |
| YTD | -19.6% | -33.6% | +14.0% | -16.0% |
| All | -12.2% | -41.1% | +29.0% | -6.8% |
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