+15.4%
SOFI vs ARKK
-29.6%
+45.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | 0.0% |
| 7D | -4.9% | -3.1% | -1.9% | -1.9% |
| 30D | -3.5% | +2.7% | -6.2% | -5.8% |
| 3M | +3.9% | +10.8% | -6.9% | -5.8% |
| 6M | -6.5% | +14.4% | -20.9% | -17.6% |
| YTD | -33.8% | +8.7% | -42.5% | -38.7% |
| 1Y | -33.3% | +6.7% | -40.0% | -36.7% |
| 3Y | +94.6% | +87.4% | +7.2% | +10.0% |
| All | +15.4% | -29.6% | +45.0% | +87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling