+10.5%
SOFI vs ARMK
+146.8%
-136.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.2% | -2.6% | -2.9% |
| 7D | -2.9% | +0.3% | -3.2% | -3.1% |
| 30D | -4.4% | +2.4% | -6.7% | -6.5% |
| 3M | +5.2% | +6.1% | -0.8% | +0.1% |
| 6M | -7.8% | +41.8% | -49.5% | -30.3% |
| YTD | -33.8% | +55.5% | -89.3% | -53.9% |
| 1Y | -33.3% | +49.6% | -82.9% | -52.4% |
| 3Y | +102.7% | +122.8% | -20.1% | -1.1% |
| 5Y | +10.5% | +151.0% | -140.5% | -51.8% |
| All | +10.5% | +146.8% | -136.4% | -51.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling