+468.7%
SPCX vs APD
+15.8%
+452.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -1.5% | +10.1% | +5.6% |
| 7D | -0.3% | -3.7% | +3.3% | -7.7% |
| 30D | -19.9% | +9.6% | -29.5% | -3.1% |
| 3M | +16.8% | +1.6% | +15.2% | +19.9% |
| 6M | +510.9% | +4.3% | +506.6% | +610.4% |
| YTD | +516.3% | +25.9% | +490.5% | +616.2% |
| 1Y | +421.3% | +20.1% | +401.1% | +505.2% |
| All | +468.7% | +15.8% | +452.9% | +553.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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