-28.2%
SOFI vs AAL
-2.5%
-25.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.8% | -2.1% |
| 7D | +0.9% | -3.7% | +4.6% | +2.6% |
| 30D | -0.2% | -20.8% | +20.6% | +10.4% |
| 3M | +6.2% | -1.3% | +7.5% | +7.0% |
| 6M | -2.6% | +5.4% | -7.9% | -5.8% |
| YTD | -30.4% | -14.4% | -16.1% | -26.6% |
| 1Y | -28.2% | +2.1% | -30.3% | -33.8% |
| All | -28.2% | -2.5% | -25.7% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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