-40.8%
SOFI vs APA
+107.6%
-148.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -6.9% | +10.5% | +1.6% |
| 7D | +1.4% | -13.0% | +14.4% | -2.4% |
| 30D | +9.2% | +2.0% | +7.2% | +10.1% |
| 3M | -7.1% | +24.9% | -32.0% | -0.1% |
| 6M | +7.3% | +7.2% | +0.1% | +12.9% |
| YTD | -33.6% | +87.1% | -120.7% | -26.1% |
| 1Y | -40.8% | +107.2% | -148.0% | -28.4% |
| All | -40.8% | +107.6% | -148.5% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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