+468.7%
SPCX vs APH
+149.0%
+319.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.1% | +4.5% | -2.3% |
| 7D | -0.3% | -5.9% | +5.6% | +12.4% |
| 30D | -19.9% | -14.8% | -5.1% | +15.4% |
| 3M | +16.8% | -12.4% | +29.3% | +42.5% |
| 6M | +421.0% | +8.2% | +412.8% | +248.4% |
| YTD | +421.0% | +8.2% | +412.8% | +248.4% |
| 1Y | +421.0% | +8.2% | +412.8% | +248.4% |
| All | +468.7% | +149.0% | +319.7% | +263.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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