-1.7%
SOFI vs AXON
-22.9%
+21.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.6% | -1.3% | -3.2% |
| 7D | -2.6% | -19.7% | +17.2% | +3.2% |
| 30D | +2.6% | -25.7% | +28.3% | +11.9% |
| 3M | -12.9% | -48.8% | +35.9% | +6.6% |
| 6M | -1.7% | -22.0% | +20.3% | -1.9% |
| All | -1.7% | -22.9% | +21.2% | -1.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling