+506.1%
SPCX vs APO
+21.2%
+484.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.5% |
| 7D | +1.3% | +8.1% | -6.8% | -2.9% |
| 30D | -12.0% | +3.4% | -15.4% | -13.8% |
| 3M | +3.1% | -6.6% | +9.8% | +5.8% |
| 6M | +457.1% | -5.7% | +462.9% | +477.2% |
| YTD | +457.1% | -5.7% | +462.9% | +477.2% |
| 1Y | +457.1% | -5.7% | +462.9% | +477.2% |
| All | +506.1% | +21.2% | +484.9% | +505.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 3y: compounded portfolio wealth divided by compounded APO 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…
3y analysis · Full analysis span regression · 6 months rolling