+489.2%
SPCX vs AFRM
+167.2%
+322.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | +1.5% |
| 7D | +3.6% | -4.4% | +8.0% | +11.8% |
| 30D | -8.6% | -7.7% | -0.9% | -0.3% |
| 3M | -1.5% | -16.9% | +15.3% | +16.7% |
| 6M | +532.9% | +34.4% | +498.5% | +331.4% |
| YTD | +538.6% | -12.5% | +551.1% | +331.6% |
| 1Y | +442.9% | -11.0% | +453.9% | +267.9% |
| All | +489.2% | +167.2% | +322.0% | +307.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 5y: compounded portfolio wealth divided by compounded AFRM 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…
5y analysis · Full analysis span regression · 6 months rolling