+113.8%
SOFI vs APLD
+281.1%
-167.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.4% | -8.0% | -1.6% |
| 7D | -6.4% | +7.8% | -14.2% | -7.5% |
| 30D | +6.8% | -23.0% | +29.8% | +10.2% |
| 3M | -9.5% | -39.7% | +30.2% | -3.9% |
| 6M | +0.1% | -59.8% | +59.9% | +11.1% |
| YTD | -37.9% | -27.0% | -10.9% | -37.5% |
| 1Y | -47.4% | -37.3% | -10.1% | -46.4% |
| 3Y | +134.4% | +281.9% | -147.4% | +67.0% |
| All | +113.8% | +281.1% | -167.3% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 10y: compounded portfolio wealth divided by compounded APLD 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…
10y analysis · Full analysis span regression · 6 months rolling