+442.9%
SPCX vs AMIX
-92.3%
+535.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.6% |
| 7D | +3.6% | -9.9% | +13.5% | +3.8% |
| 30D | -8.6% | -52.8% | +44.2% | -7.5% |
| 3M | -1.5% | -80.0% | +78.5% | +0.7% |
| 6M | +532.9% | -83.3% | +616.2% | +535.9% |
| YTD | +538.6% | -88.1% | +626.7% | +542.5% |
| 1Y | +442.9% | -91.1% | +533.9% | +447.3% |
| All | +442.9% | -92.3% | +535.2% | +447.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling