+512.3%
RKLB vs SOFI
+37.6%
+474.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.8% | -0.5% | -2.6% |
| 7D | 0.0% | -2.9% | +2.8% | +1.2% |
| 30D | -21.2% | -4.4% | -16.8% | -20.0% |
| 3M | -41.7% | +5.2% | -46.9% | -42.8% |
| 6M | -11.8% | -7.8% | -4.0% | -8.8% |
| YTD | -9.6% | -33.8% | +24.2% | +6.8% |
| 1Y | +34.1% | -33.3% | +67.4% | +58.3% |
| 3Y | +917.3% | +102.7% | +814.6% | +687.9% |
| 5Y | +204.4% | +10.5% | +193.9% | +140.1% |
| All | +512.3% | +37.6% | +474.7% | +382.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling