-24.3%
SOFI vs AMC
-99.2%
+74.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +8.3% | -4.9% | +1.6% |
| 7D | +0.9% | +6.6% | -5.7% | -0.4% |
| 30D | +6.0% | +14.1% | -8.1% | +3.3% |
| 3M | -8.9% | +31.3% | -40.1% | -14.4% |
| 6M | +6.3% | +126.7% | -120.3% | -14.6% |
| YTD | -36.0% | +117.9% | -154.0% | -49.0% |
| 1Y | -40.6% | +41.1% | -81.7% | -48.0% |
| 3Y | +144.5% | -61.0% | +205.5% | +154.4% |
| 5Y | -24.3% | -99.1% | +74.8% | +74.6% |
| All | -24.3% | -99.2% | +74.9% | +74.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling