+93.4%
SOFI vs RKT
+35.1%
+58.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | 0.0% |
| 7D | -7.0% | -7.2% | +0.2% | -4.4% |
| 30D | -4.3% | -7.9% | +3.6% | -1.3% |
| 3M | +8.4% | +5.2% | +3.3% | +6.0% |
| 6M | -5.9% | -14.9% | +9.0% | -1.5% |
| YTD | -34.3% | -31.9% | -2.4% | -26.6% |
| 1Y | -32.6% | -36.9% | +4.3% | -23.2% |
| All | +93.4% | +35.1% | +58.3% | +38.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling