-40.8%
SOFI vs SHAK
-21.2%
-19.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.8% | -0.2% | +2.8% |
| 7D | +1.4% | +8.3% | -6.9% | -0.3% |
| 30D | +9.2% | +16.7% | -7.5% | +5.6% |
| 3M | -7.1% | +10.0% | -17.0% | -9.1% |
| 6M | +7.3% | -23.8% | +31.1% | +10.9% |
| YTD | -33.6% | -10.3% | -23.3% | -35.5% |
| 1Y | -40.8% | -22.9% | -17.9% | -32.2% |
| All | -40.8% | -21.2% | -19.6% | -32.2% |
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