+49.5%
RKLB vs SOFI
-25.1%
+74.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.8% |
| 7D | -0.2% | +0.9% | -1.1% | -1.0% |
| 30D | -14.1% | -0.2% | -13.9% | -14.5% |
| 3M | -46.4% | +6.2% | -52.7% | -48.7% |
| 6M | -10.6% | -2.6% | -8.1% | -11.2% |
| YTD | -7.9% | -30.4% | +22.5% | +11.4% |
| 1Y | +49.5% | -28.2% | +77.7% | +82.7% |
| All | +49.5% | -25.1% | +74.6% | +82.7% |
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