+41.1%
SOFI vs RCAT
+169.3%
-128.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -7.0% | -5.4% | -1.6% | -6.4% |
| 30D | -4.3% | -24.2% | +19.9% | -1.3% |
| 3M | +8.4% | -25.8% | +34.3% | +11.5% |
| 6M | -5.9% | -44.9% | +39.0% | -1.4% |
| YTD | -34.3% | +1.9% | -36.2% | -35.7% |
| 1Y | -32.6% | -5.2% | -27.4% | -34.3% |
| 3Y | +101.3% | +759.6% | -658.3% | +61.3% |
| 5Y | +12.6% | +187.5% | -175.0% | -7.9% |
| All | +41.1% | +169.3% | -128.3% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling