-19.8%
SOFI vs AVAV
+32.4%
-52.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.5% | -1.5% |
| 7D | -2.4% | 0.0% | -2.4% | -2.9% |
| 30D | +3.6% | -9.9% | +13.5% | +6.3% |
| 3M | -9.7% | -34.7% | +25.1% | +1.5% |
| 6M | +3.9% | -26.6% | +30.6% | +10.4% |
| YTD | -37.5% | -48.9% | +11.5% | -28.6% |
| 1Y | -46.4% | -63.0% | +16.6% | -32.5% |
| 3Y | +135.9% | +1.6% | +134.3% | +98.6% |
| 5Y | -19.8% | +34.5% | -54.3% | -52.3% |
| All | -19.8% | +32.4% | -52.2% | -52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling