+49.3%
SOFI vs ASX
+710.8%
-661.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | +0.9% | -0.7% | +1.6% | +1.2% |
| 30D | -0.2% | +2.0% | -2.1% | -1.6% |
| 3M | +6.2% | -1.3% | +7.6% | +3.4% |
| 6M | -2.6% | +71.4% | -74.0% | -33.8% |
| YTD | -30.4% | +135.3% | -165.7% | -62.0% |
| 1Y | -28.2% | +267.5% | -295.7% | -70.9% |
| 3Y | +107.3% | +388.5% | -281.2% | -33.2% |
| 5Y | +20.2% | +417.1% | -396.9% | -65.1% |
| All | +49.3% | +710.8% | -661.4% | -64.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling