-15.6%
SPCX vs BAM
+16.2%
-31.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.2% | -10.0% | -4.1% |
| 7D | -6.4% | +14.2% | -20.6% | -7.7% |
| 30D | -20.6% | +21.0% | -41.5% | -22.5% |
| 3M | +8.4% | +5.2% | +3.3% | +6.0% |
| All | -15.6% | +16.2% | -31.8% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · Available span rolling