+41.1%
SOFI vs AXON
+289.3%
-248.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | +0.4% |
| 7D | -7.0% | -11.0% | +4.0% | -1.7% |
| 30D | -4.3% | -24.7% | +20.5% | +9.4% |
| 3M | +8.4% | +7.0% | +1.5% | +1.2% |
| 6M | -5.9% | -9.6% | +3.7% | -6.0% |
| YTD | -34.3% | -15.7% | -18.6% | -33.1% |
| 1Y | -32.6% | -35.9% | +3.4% | -21.3% |
| 3Y | +101.3% | +123.0% | -21.7% | +5.5% |
| 5Y | +12.6% | +166.3% | -153.8% | -54.7% |
| All | +41.1% | +289.3% | -248.2% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 10y: compounded portfolio wealth divided by compounded AXON 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…
10y analysis · Full analysis span regression · 6 months rolling