+16.4%
SOFI vs AFRM
-21.7%
+38.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | +5.6% | +3.1% | +2.6% | +4.3% |
| 30D | -2.0% | -4.2% | +2.2% | -0.3% |
| 3M | +9.2% | +10.1% | -1.0% | +4.6% |
| 6M | -4.7% | +39.4% | -44.1% | -17.8% |
| YTD | -31.2% | -3.2% | -28.0% | -31.3% |
| 1Y | -30.6% | -16.1% | -14.6% | -26.4% |
| 3Y | +110.6% | +220.8% | -110.1% | +13.5% |
| 5Y | +16.4% | -17.7% | +34.1% | -16.3% |
| All | +16.4% | -21.7% | +38.2% | -16.3% |
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