+42.0%
SOFI vs AMC
-88.8%
+130.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.9% | +0.1% | -3.5% |
| 7D | -2.9% | -6.8% | +4.0% | -2.5% |
| 30D | -4.4% | +1.7% | -6.0% | -4.5% |
| 3M | +5.2% | +26.8% | -21.6% | +2.8% |
| 6M | -7.8% | +117.7% | -125.5% | -13.0% |
| YTD | -33.8% | +57.7% | -91.5% | -36.5% |
| 1Y | -33.3% | -12.5% | -20.8% | -33.8% |
| 3Y | +102.7% | -65.7% | +168.4% | +105.9% |
| 5Y | +10.5% | -99.5% | +109.9% | +23.4% |
| All | +42.0% | -88.8% | +130.9% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling