+94.6%
SOFI vs ACHR
-19.6%
+114.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.7% | -0.2% |
| 7D | -4.9% | -2.3% | -2.7% | -4.2% |
| 30D | -3.5% | -11.3% | +7.8% | +0.6% |
| 3M | +3.9% | +5.3% | -1.4% | -0.3% |
| 6M | -6.5% | -13.2% | +6.7% | -4.3% |
| YTD | -33.8% | -25.8% | -8.0% | -29.2% |
| 1Y | -33.3% | -34.3% | +1.0% | -27.1% |
| 3Y | +94.6% | -19.9% | +114.5% | +94.6% |
| All | +94.6% | -19.6% | +114.2% | +94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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