+47.6%
SOFI vs APO
+205.2%
-157.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.1% |
| 7D | +5.6% | +0.1% | +5.5% | +5.6% |
| 30D | -2.0% | +3.9% | -5.9% | -5.3% |
| 3M | +9.2% | +3.8% | +5.4% | +5.0% |
| 6M | -4.7% | +22.3% | -27.0% | -19.8% |
| YTD | -31.2% | -7.8% | -23.4% | -28.4% |
| 1Y | -30.6% | -0.3% | -30.3% | -32.4% |
| 3Y | +110.6% | +57.1% | +53.5% | +48.0% |
| 5Y | +16.4% | +137.0% | -120.5% | -37.7% |
| All | +47.6% | +205.2% | -157.6% | -8.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling