+33.4%
SOFI vs AVAV
+42.7%
-9.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | -6.4% | +9.9% | -16.3% | -9.2% |
| 30D | +6.8% | -5.4% | +12.2% | +8.0% |
| 3M | -9.5% | -36.5% | +27.0% | +2.3% |
| 6M | +0.1% | -25.3% | +25.3% | +5.6% |
| YTD | -37.9% | -48.6% | +10.7% | -29.4% |
| 1Y | -47.4% | -62.1% | +14.7% | -34.7% |
| 3Y | +134.4% | +2.3% | +132.1% | +100.9% |
| 5Y | -29.2% | +35.4% | -64.5% | -48.9% |
| All | +33.4% | +42.7% | -9.3% | +1.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling