+804.4%
AAOI vs SOFI
+100.2%
+704.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.5% |
| 7D | -0.2% | -4.9% | +4.8% | +4.0% |
| 30D | -23.7% | -3.5% | -20.2% | -22.2% |
| 3M | -39.0% | +3.9% | -42.9% | -40.0% |
| 6M | -17.0% | -6.5% | -10.5% | -14.6% |
| YTD | +202.2% | -33.8% | +236.1% | +295.5% |
| 1Y | +292.4% | -33.3% | +325.7% | +394.7% |
| 3Y | +804.4% | +94.6% | +709.8% | +314.7% |
| All | +804.4% | +100.2% | +704.1% | +314.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 3y: compounded portfolio wealth divided by compounded SOFI 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…
3y analysis · Full analysis span regression · 6 months rolling