-5.9%
SOFI vs ARKK
+12.2%
-18.1%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | +1.2% |
| 7D | -7.0% | -4.7% | -2.3% | -2.1% |
| 30D | -4.3% | +3.1% | -7.3% | -7.0% |
| 3M | +8.4% | +13.8% | -5.3% | -5.4% |
| 6M | -5.9% | +14.0% | -19.9% | -17.4% |
| All | -5.9% | +12.2% | -18.1% | -17.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling