+15.4%
SOFI vs RKT
-10.3%
+25.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -4.9% | -6.3% | +1.3% | -1.8% |
| 30D | -3.5% | -6.2% | +2.7% | -0.3% |
| 3M | +3.9% | -1.9% | +5.8% | +3.8% |
| 6M | -6.5% | -13.0% | +6.5% | -2.0% |
| YTD | -33.8% | -31.9% | -1.9% | -23.3% |
| 1Y | -33.3% | -37.6% | +4.3% | -19.9% |
| 3Y | +94.6% | +36.8% | +57.8% | +16.8% |
| All | +15.4% | -10.3% | +25.7% | +5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling