-28.2%
SOFI vs APA
+94.6%
-122.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -2.3% |
| 7D | +0.9% | +0.5% | +0.3% | +1.1% |
| 30D | -0.2% | +23.4% | -23.6% | +5.0% |
| 3M | +6.2% | +12.7% | -6.5% | +10.9% |
| 6M | -2.6% | +39.4% | -42.0% | +2.3% |
| YTD | -30.4% | +79.0% | -109.4% | -25.7% |
| 1Y | -28.2% | +88.8% | -117.0% | -21.0% |
| All | -28.2% | +94.6% | -122.9% | -21.0% |
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