-40.8%
SOFI vs ASX
+144.4%
-185.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.9% | +7.6% | +4.8% |
| 7D | +1.4% | -14.6% | +16.0% | +6.0% |
| 30D | +9.2% | -21.1% | +30.3% | +16.3% |
| 3M | -7.1% | -3.1% | -4.0% | -7.2% |
| 6M | +7.3% | +17.4% | -10.1% | -3.1% |
| YTD | -33.6% | +135.3% | -168.9% | -59.7% |
| 1Y | -40.8% | +146.5% | -187.3% | -66.4% |
| All | -40.8% | +144.4% | -185.3% | -66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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