+119.0%
SOFI vs RCAT
+331.8%
-212.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -0.7% |
| 7D | -4.9% | -5.9% | +1.1% | -3.9% |
| 30D | +8.4% | -19.7% | +28.1% | +12.1% |
| 3M | -16.3% | -62.9% | +46.5% | -1.8% |
| 6M | +0.7% | -59.6% | +60.3% | +15.0% |
| YTD | -41.1% | -52.1% | +11.0% | -35.9% |
| 1Y | -45.7% | -50.9% | +5.2% | -41.5% |
| 3Y | +119.0% | +333.8% | -214.8% | +85.2% |
| All | +119.0% | +331.8% | -212.8% | +85.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling