-33.3%
SOFI vs APLD
+83.8%
-117.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.1% | +0.4% | -2.8% |
| 7D | -2.9% | +9.0% | -11.8% | -4.8% |
| 30D | -4.4% | -6.6% | +2.2% | -3.2% |
| 3M | +5.2% | -35.2% | +40.5% | +13.5% |
| 6M | -7.8% | +0.4% | -8.2% | -11.6% |
| YTD | -33.8% | +10.7% | -44.5% | -39.5% |
| 1Y | -33.3% | +78.6% | -111.8% | -38.0% |
| All | -33.3% | +83.8% | -117.0% | -38.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling