-45.7%
SOFI vs APH
+11.6%
-57.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -0.7% |
| 7D | -4.9% | +4.9% | -9.8% | -6.6% |
| 30D | +8.4% | -5.4% | +13.8% | +10.1% |
| 3M | -16.3% | -5.5% | -10.9% | -15.3% |
| 6M | +0.7% | +25.9% | -25.2% | -8.1% |
| YTD | -41.1% | +16.4% | -57.5% | -49.0% |
| 1Y | -45.7% | +16.5% | -62.2% | -53.2% |
| All | -45.7% | +11.6% | -57.3% | -53.2% |
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