+489.2%
SPCX vs APTV
-43.4%
+532.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.2% |
| 7D | +3.6% | -1.7% | +5.4% | +8.1% |
| 30D | -8.6% | -11.6% | +3.0% | +15.9% |
| 3M | -1.5% | -21.2% | +19.6% | +57.8% |
| 6M | +532.9% | -35.8% | +568.7% | +1,866.0% |
| YTD | +538.6% | -49.1% | +587.6% | +1,878.0% |
| 1Y | +442.9% | -52.2% | +495.1% | +1,579.8% |
| All | +489.2% | -43.4% | +532.6% | +1,733.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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