+42.0%
SOFI vs RPRX
+33.4%
+8.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.9% | +0.7% |
| 7D | -4.9% | -8.4% | +3.4% | -1.4% |
| 30D | -3.5% | -0.6% | -2.8% | -3.2% |
| 3M | +3.9% | +6.4% | -2.5% | +0.6% |
| 6M | -6.5% | +26.6% | -33.1% | -16.6% |
| YTD | -33.8% | +53.8% | -87.6% | -46.4% |
| 1Y | -33.3% | +62.8% | -96.1% | -48.0% |
| 3Y | +94.6% | +118.0% | -23.4% | +27.7% |
| 5Y | +13.3% | +71.2% | -57.9% | -13.7% |
| All | +42.0% | +33.4% | +8.6% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 10y: compounded portfolio wealth divided by compounded RPRX 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…
10y analysis · Full analysis span regression · 6 months rolling