+115.1%
SOFI vs APLD
+254.9%
-139.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.0% | -2.2% |
| 7D | -2.4% | -6.3% | +4.0% | -1.7% |
| 30D | +3.6% | -29.6% | +33.2% | +8.3% |
| 3M | -9.7% | -42.6% | +32.9% | -3.3% |
| 6M | +3.9% | -59.6% | +63.5% | +15.4% |
| YTD | -37.5% | -32.0% | -5.5% | -36.5% |
| 1Y | -46.4% | -46.9% | +0.5% | -44.2% |
| 3Y | +135.9% | +255.7% | -119.8% | +69.8% |
| All | +115.1% | +254.9% | -139.8% | +34.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling