-28.2%
SOFI vs RKT
-21.9%
-6.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.4% | -1.1% |
| 7D | +0.9% | +2.1% | -1.2% | +0.1% |
| 30D | -0.2% | +1.4% | -1.6% | -0.8% |
| 3M | +6.2% | +6.3% | 0.0% | +3.1% |
| 6M | -2.6% | -15.5% | +12.9% | +1.4% |
| YTD | -30.4% | -27.4% | -3.0% | -24.9% |
| 1Y | -28.2% | -26.6% | -1.6% | -27.8% |
| All | -28.2% | -21.9% | -6.3% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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