+49.3%
SOFI vs AMC
-88.0%
+137.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.3% | -5.9% | -1.8% |
| 7D | +0.9% | +2.3% | -1.4% | +0.7% |
| 30D | -0.2% | -0.7% | +0.6% | -0.2% |
| 3M | +6.2% | +35.2% | -29.0% | +3.4% |
| 6M | -2.6% | +124.6% | -127.1% | -8.3% |
| YTD | -30.4% | +69.9% | -100.3% | -33.6% |
| 1Y | -28.2% | -2.6% | -25.6% | -29.3% |
| 3Y | +107.3% | -79.8% | +187.1% | +114.2% |
| 5Y | +20.2% | -99.4% | +119.6% | +33.7% |
| All | +49.3% | -88.0% | +137.3% | +88.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling