-32.7%
SOFI vs AFRM
-56.8%
+24.0%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.8% |
| 7D | -4.9% | -4.4% | -0.5% | -2.9% |
| 30D | +8.4% | -7.7% | +16.1% | +12.8% |
| 3M | -16.3% | -16.9% | +0.5% | -8.9% |
| 6M | +0.7% | +2.5% | -1.8% | -0.4% |
| YTD | -41.1% | -12.5% | -28.6% | -38.4% |
| 1Y | -45.7% | -11.0% | -34.7% | -43.8% |
| 3Y | +119.0% | +184.6% | -65.5% | +22.2% |
| All | -32.7% | -56.8% | +24.0% | -27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling