-33.3%
SOFI vs AVTR
+16.7%
-50.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | -4.9% | -1.1% | -3.9% | -4.7% |
| 30D | -3.5% | +6.3% | -9.8% | -4.5% |
| 3M | +3.9% | +53.3% | -49.4% | -7.0% |
| 6M | -6.5% | +78.6% | -85.2% | -19.5% |
| YTD | -33.8% | +29.2% | -63.1% | -40.4% |
| 1Y | -33.3% | +13.8% | -47.1% | -36.1% |
| All | -33.3% | +16.7% | -50.0% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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