+501.7%
SPCX vs APD
+18.2%
+483.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.0% | +3.8% | +9.9% |
| 7D | +4.2% | -1.6% | +5.7% | +0.4% |
| 30D | -12.6% | +10.6% | -23.2% | +7.3% |
| 3M | +6.7% | +2.5% | +4.2% | +11.3% |
| 6M | +546.4% | +6.4% | +539.9% | +680.5% |
| YTD | +552.1% | +28.4% | +523.7% | +686.9% |
| 1Y | +453.2% | +22.2% | +431.0% | +566.9% |
| All | +501.7% | +18.2% | +483.6% | +617.6% |
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