+1,102.7%
AAOI vs SOFI
+37.6%
+1,065.2%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.7% |
| 7D | -0.2% | -4.9% | +4.8% | +2.2% |
| 30D | -23.7% | -3.5% | -20.2% | -22.7% |
| 3M | -39.0% | +3.9% | -42.9% | -39.2% |
| 6M | -17.0% | -6.5% | -10.5% | -14.8% |
| YTD | +202.2% | -33.8% | +236.1% | +253.7% |
| 1Y | +292.4% | -33.3% | +325.7% | +358.5% |
| 3Y | +804.4% | +94.6% | +709.8% | +619.9% |
| 5Y | +1,318.0% | +13.3% | +1,304.8% | +1,022.8% |
| All | +1,102.7% | +37.6% | +1,065.2% | +896.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling