+94.7%
SOFI vs ASX
+471.1%
-376.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.5% | -7.3% | -5.4% |
| 7D | -2.9% | +11.1% | -14.0% | -7.7% |
| 30D | -4.4% | +9.6% | -14.0% | -8.8% |
| 3M | +5.2% | +18.6% | -13.4% | -6.1% |
| 6M | -7.8% | +92.1% | -99.9% | -38.9% |
| YTD | -33.8% | +158.5% | -192.3% | -64.1% |
| 1Y | -33.3% | +271.9% | -305.2% | -71.6% |
| All | +94.7% | +471.1% | -376.3% | -50.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling