-40.8%
SOFI vs RGTI
-69.7%
+28.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.1% | +2.5% | +3.3% |
| 7D | +1.4% | -9.6% | +11.0% | +4.7% |
| 30D | +9.2% | -26.0% | +35.2% | +19.7% |
| 3M | -7.1% | -35.8% | +28.7% | +5.8% |
| 6M | +7.3% | -36.7% | +44.0% | +16.1% |
| YTD | -33.6% | -49.4% | +15.8% | -25.7% |
| 1Y | -40.8% | -68.1% | +27.3% | -22.3% |
| All | -40.8% | -69.7% | +28.9% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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