-33.3%
SOFI vs ARKK
+10.0%
-43.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | 0.0% |
| 7D | -4.9% | -3.1% | -1.9% | -1.7% |
| 30D | -3.5% | +2.7% | -6.2% | -6.0% |
| 3M | +3.9% | +10.8% | -6.9% | -6.8% |
| 6M | -6.5% | +14.4% | -20.9% | -18.4% |
| YTD | -33.8% | +8.7% | -42.5% | -39.2% |
| 1Y | -33.3% | +6.7% | -40.0% | -30.3% |
| All | -33.3% | +10.0% | -43.3% | -30.3% |
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