+110.6%
SOFI vs AXON
+134.7%
-24.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -0.4% |
| 7D | +5.6% | -2.5% | +8.1% | +6.6% |
| 30D | -2.0% | -11.5% | +9.5% | +2.4% |
| 3M | +9.2% | +7.3% | +1.9% | +3.1% |
| 6M | -4.7% | -11.9% | +7.2% | -3.2% |
| YTD | -31.2% | -11.0% | -20.2% | -31.4% |
| 1Y | -30.6% | -31.8% | +1.1% | -22.8% |
| 3Y | +110.6% | +135.4% | -24.8% | +14.1% |
| All | +110.6% | +134.7% | -24.1% | +14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling