+41.1%
SOFI vs AMP
+209.0%
-167.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -1.0% |
| 7D | -7.0% | -2.0% | -5.0% | -5.2% |
| 30D | -4.3% | -1.7% | -2.6% | -2.7% |
| 3M | +8.4% | +23.2% | -14.8% | -10.7% |
| 6M | -5.9% | +22.2% | -28.1% | -22.2% |
| YTD | -34.3% | +14.0% | -48.3% | -42.6% |
| 1Y | -32.6% | +14.0% | -46.6% | -40.9% |
| 3Y | +101.3% | +67.0% | +34.3% | +29.4% |
| 5Y | +12.6% | +123.2% | -110.7% | -41.8% |
| All | +41.1% | +209.0% | -167.9% | -32.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling