+468.7%
SPCX vs BAM
+48.2%
+420.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.9% | +7.7% | +6.5% |
| 7D | -0.3% | +9.7% | -10.1% | -22.5% |
| 30D | -19.9% | +19.0% | -38.9% | -50.3% |
| 3M | +16.8% | +0.6% | +16.3% | +3.3% |
| 6M | +510.9% | +22.2% | +488.7% | +266.7% |
| YTD | +516.3% | +4.2% | +512.2% | +270.2% |
| 1Y | +421.3% | +3.3% | +417.9% | +213.1% |
| All | +468.7% | +48.2% | +420.5% | +244.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling