-32.1%
SOFI vs AXON
-33.5%
+1.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.1% | -0.7% | -2.7% |
| 7D | -2.9% | -3.3% | +0.5% | -1.7% |
| 30D | -4.4% | -17.8% | +13.5% | +2.2% |
| 3M | +5.2% | +8.3% | -3.1% | -0.6% |
| 6M | -7.8% | -12.4% | +4.6% | -6.3% |
| YTD | -33.8% | -13.7% | -20.1% | -33.6% |
| All | -32.1% | -33.5% | +1.4% | -23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling