+42.0%
SOFI vs AXTI
+560.9%
-519.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -4.9% | +5.1% | -10.0% | -5.9% |
| 30D | -3.5% | -17.5% | +14.0% | -1.3% |
| 3M | +3.9% | -26.7% | +30.6% | +3.7% |
| 6M | -6.5% | +36.8% | -43.3% | -23.3% |
| YTD | -33.8% | +296.1% | -330.0% | -59.9% |
| 1Y | -33.3% | +1,810.6% | -1,843.9% | -73.3% |
| 3Y | +94.6% | +2,587.6% | -2,492.9% | -44.5% |
| 5Y | +13.3% | +601.7% | -588.5% | -48.8% |
| All | +42.0% | +560.9% | -519.0% | -37.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling