-33.3%
SOFI vs AVAV
-40.1%
+6.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.4% | +1.6% | -2.3% |
| 7D | -2.9% | -3.2% | +0.3% | -2.0% |
| 30D | -4.4% | -25.6% | +21.2% | +3.2% |
| 3M | +5.2% | -20.2% | +25.5% | +10.3% |
| 6M | -7.8% | -38.1% | +30.3% | +2.0% |
| YTD | -33.8% | -41.8% | +8.0% | -30.0% |
| 1Y | -33.3% | -39.0% | +5.8% | -2.7% |
| All | -33.3% | -40.1% | +6.9% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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