+112.6%
SOFI vs APLD
+379.5%
-266.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.3% | -1.9% |
| 7D | +0.9% | +4.1% | -3.2% | +0.2% |
| 30D | -0.2% | -11.7% | +11.6% | +1.8% |
| 3M | +6.2% | -40.3% | +46.5% | +14.6% |
| 6M | -2.6% | -8.0% | +5.4% | -3.8% |
| YTD | -30.4% | +7.5% | -37.9% | -33.8% |
| 1Y | -28.2% | +84.0% | -112.2% | -38.0% |
| All | +112.6% | +379.5% | -266.9% | +31.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling