-40.3%
SOFI vs BRKR
+53.7%
-94.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.6% | -4.5% | -0.9% |
| 7D | -3.3% | +7.4% | -10.7% | -5.7% |
| 30D | +3.5% | +2.7% | +0.8% | +2.5% |
| 3M | -10.4% | +19.7% | -30.1% | -15.9% |
| 6M | -0.6% | +45.2% | -45.7% | -18.8% |
| YTD | -38.1% | +30.6% | -68.6% | -49.4% |
| 1Y | -40.3% | +56.6% | -96.9% | -57.9% |
| All | -40.3% | +53.7% | -94.0% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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