+42.0%
SOFI vs RKT
-21.1%
+63.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.8% | -1.0% | -2.8% |
| 7D | -2.9% | -1.0% | -1.9% | -2.5% |
| 30D | -4.4% | -2.4% | -2.0% | -3.5% |
| 3M | +5.2% | +1.9% | +3.3% | +4.1% |
| 6M | -7.8% | -13.9% | +6.1% | -4.1% |
| YTD | -33.8% | -30.6% | -3.2% | -27.0% |
| 1Y | -33.3% | -34.4% | +1.1% | -25.5% |
| 3Y | +102.7% | +38.2% | +64.5% | +62.8% |
| 5Y | +10.5% | -9.7% | +20.1% | -10.5% |
| All | +42.0% | -21.1% | +63.1% | +25.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling