-86.0%
AARD vs SPY
+12.5%
-98.5%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -3.0% |
| 7D | +36.9% | +3.3% | +33.6% | +22.8% |
| 30D | -62.4% | -2.7% | -59.7% | -56.1% |
| 3M | -76.9% | -1.7% | -75.1% | -73.9% |
| 6M | -75.1% | +3.1% | -78.2% | -74.9% |
| YTD | -88.4% | +11.9% | -100.3% | -90.4% |
| All | -86.0% | +12.5% | -98.5% | -89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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 · 6 months rolling