-26.2%
AERO vs SPY
+13.9%
-40.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.7% |
| 7D | -4.9% | -0.8% | -4.2% | -3.6% |
| 30D | -3.6% | -1.1% | -2.5% | -1.6% |
| 3M | -12.6% | +3.9% | -16.4% | -18.1% |
| 6M | -7.2% | +13.6% | -20.8% | -27.3% |
| YTD | -31.6% | +12.7% | -44.3% | -45.2% |
| All | -26.2% | +13.9% | -40.2% | -42.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling