+41.1%
SOFI vs ASX
+761.6%
-720.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.6% | +1.1% |
| 7D | -7.0% | +6.5% | -13.5% | -10.4% |
| 30D | -4.3% | +3.1% | -7.4% | -6.4% |
| 3M | +8.4% | +17.4% | -8.9% | -4.4% |
| 6M | -5.9% | +85.4% | -91.4% | -39.0% |
| YTD | -34.3% | +150.1% | -184.3% | -65.3% |
| 1Y | -32.6% | +256.3% | -288.9% | -71.9% |
| 3Y | +101.3% | +446.9% | -345.6% | -39.5% |
| 5Y | +12.6% | +447.1% | -434.5% | -68.4% |
| All | +41.1% | +761.6% | -720.5% | -67.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling