-46.7%
SOFI vs RTX
+11.3%
-58.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -3.3% | -4.4% | -6.9% |
| 7D | -8.9% | -3.8% | -5.1% | -8.1% |
| 30D | +1.8% | +4.7% | -2.9% | +0.3% |
| 3M | -12.1% | -13.4% | +1.3% | -8.2% |
| 6M | +0.1% | +11.8% | -11.7% | -6.6% |
| YTD | -38.7% | +5.8% | -44.5% | -45.4% |
| 1Y | -46.7% | +11.9% | -58.6% | -56.3% |
| All | -46.7% | +11.3% | -58.0% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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