+489.2%
SPCX vs ALK
+14.0%
+475.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | +1.2% |
| 7D | +3.6% | -1.2% | +4.8% | +4.6% |
| 30D | -8.6% | +7.7% | -16.3% | -20.6% |
| 3M | -1.5% | -19.0% | +17.4% | +22.1% |
| 6M | +442.8% | -11.4% | +454.1% | +529.9% |
| YTD | +442.8% | -11.4% | +454.1% | +529.9% |
| 1Y | +442.8% | -11.4% | +454.1% | +529.9% |
| All | +489.2% | +14.0% | +475.2% | +569.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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