+501.7%
SPCX vs BAH
-37.5%
+539.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.6% | +4.2% | +7.9% |
| 7D | +4.2% | -1.5% | +5.7% | +2.7% |
| 30D | -12.6% | +17.3% | -29.9% | +9.0% |
| 3M | +6.7% | +14.9% | -8.1% | +29.7% |
| 6M | +546.4% | +5.1% | +541.2% | +598.9% |
| YTD | +552.1% | +5.1% | +547.0% | +603.3% |
| 1Y | +453.2% | +2.1% | +451.1% | +499.4% |
| All | +501.7% | -37.5% | +539.2% | +542.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 all: compounded portfolio wealth divided by compounded BAH 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…
all analysis · Full analysis span regression · 6 months rolling