-40.8%
SOFI vs AFRM
+8.5%
-49.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.0% | -1.4% | +0.5% |
| 7D | +1.4% | +3.1% | -1.7% | -0.5% |
| 30D | +9.2% | +1.1% | +8.0% | +8.4% |
| 3M | -7.1% | -3.2% | -3.8% | -5.9% |
| 6M | +7.3% | +12.7% | -5.4% | -0.8% |
| YTD | -33.6% | +1.6% | -35.2% | -35.8% |
| 1Y | -40.8% | +5.9% | -46.7% | -44.4% |
| All | -40.8% | +8.5% | -49.4% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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