+15.4%
SOFI vs AMP
+122.1%
-106.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | -0.1% |
| 7D | -4.9% | -0.5% | -4.4% | -4.4% |
| 30D | -3.5% | -1.3% | -2.1% | -2.1% |
| 3M | +3.9% | +24.2% | -20.3% | -16.3% |
| 6M | -6.5% | +24.6% | -31.1% | -25.3% |
| YTD | -33.8% | +14.8% | -48.7% | -43.3% |
| 1Y | -33.3% | +12.8% | -46.1% | -41.6% |
| 3Y | +94.6% | +69.0% | +25.6% | +17.0% |
| All | +15.4% | +122.1% | -106.7% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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