-45.2%
SOFI vs AMIX
-90.1%
+45.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +11.8% | -8.5% | +3.2% |
| 7D | +0.9% | +1.2% | -0.3% | +0.9% |
| 30D | +6.0% | -45.3% | +51.4% | +6.6% |
| 3M | -8.9% | -83.1% | +74.2% | -7.4% |
| 6M | +6.3% | -76.9% | +83.2% | +11.2% |
| YTD | -36.0% | -85.3% | +49.3% | -32.2% |
| All | -45.2% | -90.1% | +45.0% | -41.5% |
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