+15.0%
SOFI vs AVAV
+39.7%
-24.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.2% | -1.1% |
| 7D | +0.9% | -2.2% | +3.1% | +1.6% |
| 30D | -0.2% | -13.9% | +13.8% | +4.0% |
| 3M | +6.2% | -29.2% | +35.5% | +15.7% |
| 6M | -2.6% | -36.1% | +33.6% | +8.0% |
| YTD | -30.4% | -40.2% | +9.8% | -23.6% |
| 1Y | -28.2% | -36.2% | +8.0% | -23.2% |
| 3Y | +107.3% | +47.5% | +59.8% | +54.1% |
| All | +15.0% | +39.7% | -24.7% | -28.0% |
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