-22.4%
AERO vs SPY
+14.8%
-37.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +3.0% |
| 7D | +7.8% | +0.1% | +7.7% | +7.6% |
| 30D | -2.2% | +0.1% | -2.3% | -2.1% |
| 3M | -2.2% | +2.0% | -4.2% | -5.2% |
| 6M | -11.6% | +13.0% | -24.6% | -30.5% |
| YTD | -28.1% | +13.5% | -41.6% | -43.2% |
| All | -22.4% | +14.8% | -37.2% | -40.4% |
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