+102.4%
SOFI vs ARMK
+123.7%
-21.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.9% |
| 7D | +5.6% | +1.7% | +3.9% | +4.7% |
| 30D | -2.0% | +3.1% | -5.1% | -4.0% |
| 3M | +9.2% | +9.2% | -0.1% | +3.3% |
| 6M | -4.7% | +43.7% | -48.4% | -23.9% |
| YTD | -31.2% | +57.4% | -88.6% | -48.5% |
| 1Y | -30.6% | +51.9% | -82.5% | -47.1% |
| All | +102.4% | +123.7% | -21.4% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 3y: compounded portfolio wealth divided by compounded ARMK 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…
3y analysis · Full analysis span regression · 6 months rolling