+113.1%
SOFI vs APH
+294.3%
-181.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.4% | -2.2% |
| 7D | +0.9% | +5.0% | -4.1% | -2.6% |
| 30D | -0.2% | -3.9% | +3.7% | +2.2% |
| 3M | +6.2% | +13.0% | -6.7% | -4.0% |
| 6M | -2.6% | +25.2% | -27.7% | -20.3% |
| YTD | -30.4% | +22.9% | -53.3% | -45.3% |
| 1Y | -28.2% | +47.8% | -76.1% | -52.7% |
| All | +113.1% | +294.3% | -181.2% | -59.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling