+501.7%
SPCX vs APH
+169.4%
+332.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +8.2% | -2.4% | -24.9% |
| 7D | +4.2% | +1.1% | +3.1% | -12.7% |
| 30D | -12.6% | -7.5% | -5.1% | -3.9% |
| 3M | +6.7% | -4.4% | +11.2% | -13.4% |
| 6M | +546.4% | +28.0% | +518.4% | +115.2% |
| YTD | +552.1% | +20.0% | +532.1% | +117.2% |
| 1Y | +453.2% | +16.9% | +436.3% | +84.2% |
| All | +501.7% | +169.4% | +332.3% | +91.7% |
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