-40.8%
SOFI vs AXTI
+504.8%
-545.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -7.4% | +11.0% | +4.1% |
| 7D | +1.4% | -26.2% | +27.6% | +3.4% |
| 30D | +9.2% | -45.1% | +54.3% | +13.2% |
| 3M | -7.1% | -27.2% | +20.1% | -6.1% |
| 6M | +7.3% | -55.2% | +62.4% | +7.4% |
| YTD | -33.6% | +190.8% | -224.4% | -44.5% |
| 1Y | -40.8% | +456.7% | -497.5% | -65.7% |
| All | -40.8% | +504.8% | -545.7% | -65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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