-40.8%
SOFI vs AMIX
-92.3%
+51.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.0% | +6.6% | +3.7% |
| 7D | +1.4% | -25.1% | +26.5% | +1.7% |
| 30D | +9.2% | -54.5% | +63.7% | +10.0% |
| 3M | -7.1% | -91.7% | +84.7% | -5.1% |
| 6M | +7.3% | -79.4% | +86.7% | +12.6% |
| YTD | -33.6% | -86.1% | +52.4% | -29.8% |
| 1Y | -40.8% | -91.6% | +50.7% | -37.0% |
| All | -40.8% | -92.3% | +51.5% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling