+468.7%
SPCX vs APP
+458.5%
+10.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +9.9% | -1.2% | +16.7% |
| 7D | -0.3% | +71.2% | -71.5% | +60.5% |
| 30D | -19.9% | +39.1% | -59.0% | +6.5% |
| 3M | +16.8% | +16.5% | +0.3% | +32.0% |
| 6M | +421.0% | -36.6% | +457.6% | +281.8% |
| YTD | +421.0% | -36.6% | +457.6% | +281.8% |
| 1Y | +421.0% | -36.6% | +457.6% | +281.8% |
| All | +468.7% | +458.5% | +10.2% | +294.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 5y: compounded portfolio wealth divided by compounded APP 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…
5y analysis · Full analysis span regression · 6 months rolling