+94.7%
SOFI vs APA
+12.6%
+82.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.0% | -6.7% | -4.4% |
| 7D | -2.9% | +0.3% | -3.2% | -3.0% |
| 30D | -4.4% | +9.3% | -13.7% | -6.6% |
| 3M | +5.2% | +23.3% | -18.1% | -1.2% |
| 6M | -7.8% | +39.5% | -47.3% | -19.6% |
| YTD | -33.8% | +87.6% | -121.4% | -48.9% |
| 1Y | -33.3% | +114.2% | -147.5% | -52.7% |
| All | +94.7% | +12.6% | +82.1% | +57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling