-40.8%
SOFI vs ARKK
-5.7%
-35.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.6% | +3.6% |
| 7D | +1.4% | -6.7% | +8.1% | +9.2% |
| 30D | +9.2% | -13.4% | +22.5% | +27.7% |
| 3M | -7.1% | +4.7% | -11.8% | -12.3% |
| 6M | +7.3% | +2.7% | +4.5% | +3.4% |
| YTD | -33.6% | +4.5% | -38.1% | -36.9% |
| 1Y | -40.8% | -3.7% | -37.1% | -35.4% |
| All | -40.8% | -5.7% | -35.2% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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