-33.3%
SOFI vs APA
+101.6%
-134.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.7% |
| 7D | -4.9% | +4.6% | -9.5% | -3.9% |
| 30D | -3.5% | +11.9% | -15.4% | -0.8% |
| 3M | +3.9% | +22.5% | -18.6% | +10.2% |
| 6M | -6.5% | +37.5% | -44.1% | -1.4% |
| YTD | -33.8% | +87.2% | -121.0% | -29.4% |
| 1Y | -33.3% | +101.4% | -134.7% | -26.3% |
| All | -33.3% | +101.6% | -134.9% | -26.3% |
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