-33.3%
SOFI vs APH
+47.7%
-81.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.6% |
| 7D | -2.9% | +1.6% | -4.5% | -3.5% |
| 30D | -4.4% | -3.0% | -1.4% | -3.3% |
| 3M | +5.2% | +5.7% | -0.5% | +2.1% |
| 6M | -7.8% | +20.0% | -27.8% | -16.5% |
| YTD | -33.8% | +20.8% | -54.6% | -44.5% |
| 1Y | -33.3% | +40.2% | -73.5% | -47.5% |
| All | -33.3% | +47.7% | -81.0% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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