+492.7%
SPCX vs APP
+462.0%
+30.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.9% | +2.4% |
| 7D | +13.2% | +10.6% | +2.6% | +4.1% |
| 30D | -10.6% | +44.6% | -55.2% | -42.1% |
| 3M | -4.2% | +29.6% | -33.9% | -33.2% |
| 6M | +536.7% | -4.6% | +541.3% | +532.3% |
| YTD | +542.4% | -41.6% | +583.9% | +537.6% |
| 1Y | +446.0% | -32.7% | +478.7% | +442.0% |
| All | +492.7% | +462.0% | +30.7% | +456.9% |
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