+41.1%
SOFI vs AKAM
+1.9%
+39.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.6% | +0.5% |
| 7D | -7.0% | +0.6% | -7.6% | -7.4% |
| 30D | -4.3% | -8.2% | +3.9% | -1.4% |
| 3M | +8.4% | -17.6% | +26.0% | +15.5% |
| 6M | -5.9% | +2.5% | -8.4% | -12.8% |
| YTD | -34.3% | +22.8% | -57.0% | -46.1% |
| 1Y | -32.6% | +39.6% | -72.1% | -48.8% |
| 3Y | +101.3% | +2.3% | +98.9% | +72.3% |
| 5Y | +12.6% | -4.3% | +16.8% | -5.9% |
| All | +41.1% | +1.9% | +39.2% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AKAM.
Daily Out/Under-Performance
Portfolio return minus AKAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AKAM 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 all: compounded portfolio wealth divided by compounded AKAM 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…
all analysis · Full analysis span regression · 6 months rolling