-28.2%
SOFI vs SHAK
-34.0%
+5.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | +0.9% | -0.7% | +1.6% | +1.0% |
| 30D | -0.2% | -6.6% | +6.5% | +1.2% |
| 3M | +6.2% | +30.1% | -23.8% | +0.4% |
| 6M | -2.6% | -28.7% | +26.2% | +2.0% |
| YTD | -30.4% | -14.5% | -15.9% | -30.9% |
| 1Y | -28.2% | -31.9% | +3.7% | -22.4% |
| All | -28.2% | -34.0% | +5.8% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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