+491.9%
SPCX vs AMIX
-99.5%
+591.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -20.0% | +17.7% | -4.5% |
| 7D | +2.8% | -8.1% | +10.9% | +2.1% |
| 30D | -14.5% | -52.3% | +37.8% | -20.8% |
| 3M | +4.8% | -83.8% | +88.6% | -12.8% |
| 6M | +443.4% | -91.8% | +535.2% | +137.3% |
| YTD | +443.4% | -91.8% | +535.2% | +137.3% |
| 1Y | +443.4% | -91.8% | +535.2% | +137.3% |
| All | +491.9% | -99.5% | +591.4% | +163.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling