+49.3%
SOFI vs AXON
+319.2%
-269.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.2% | +2.6% | +0.4% |
| 7D | +0.9% | -14.2% | +15.0% | +8.3% |
| 30D | -0.2% | -15.4% | +15.2% | +6.6% |
| 3M | +6.2% | +0.5% | +5.8% | +2.5% |
| 6M | -2.6% | -9.5% | +6.9% | -2.5% |
| YTD | -30.4% | -9.2% | -21.2% | -31.7% |
| 1Y | -28.2% | -29.4% | +1.2% | -20.2% |
| 3Y | +107.3% | +139.4% | -32.1% | +5.0% |
| 5Y | +20.2% | +178.9% | -158.7% | -52.8% |
| All | +49.3% | +319.2% | -269.9% | -43.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling