+12.6%
SOFI vs APO
+128.1%
-115.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.7% | +1.2% |
| 7D | -7.0% | -4.9% | -2.1% | -3.1% |
| 30D | -4.3% | -8.4% | +4.2% | +2.8% |
| 3M | +8.4% | -2.1% | +10.5% | +9.1% |
| 6M | -5.9% | +19.2% | -25.2% | -20.7% |
| YTD | -34.3% | -10.5% | -23.7% | -29.8% |
| 1Y | -32.6% | -2.7% | -29.9% | -33.4% |
| 3Y | +101.3% | +52.5% | +48.8% | +34.0% |
| 5Y | +12.6% | +132.1% | -119.5% | -47.9% |
| All | +12.6% | +128.1% | -115.6% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 5y: compounded portfolio wealth divided by compounded APO 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…
5y analysis · Full analysis span regression · 6 months rolling