-46.7%
SOFI vs KWEB
-33.1%
-13.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +1.8% | -9.5% | -8.6% |
| 7D | -8.9% | +8.6% | -17.6% | -13.0% |
| 30D | +1.8% | +0.9% | +0.9% | +1.2% |
| 3M | -12.1% | -13.2% | +1.1% | -5.2% |
| 6M | +0.1% | -13.2% | +13.3% | +6.7% |
| YTD | -38.7% | -27.3% | -11.4% | -23.8% |
| 1Y | -46.7% | -33.2% | -13.4% | -21.5% |
| All | -46.7% | -33.1% | -13.6% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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