-45.7%
SOFI vs ASX
+137.8%
-183.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.7% | -0.8% |
| 7D | -4.9% | +12.4% | -17.3% | -8.1% |
| 30D | +8.4% | -19.8% | +28.2% | +13.9% |
| 3M | -16.3% | -10.3% | -6.0% | -15.0% |
| 6M | +0.7% | +1.2% | -0.5% | -4.2% |
| YTD | -41.1% | +123.0% | -164.1% | -59.7% |
| 1Y | -45.7% | +145.4% | -191.1% | -65.5% |
| All | -45.7% | +137.8% | -183.5% | -65.5% |
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