-87.9%
AIOS vs SPY
+12.8%
-100.7%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | -0.1% |
| 7D | -4.5% | -2.0% | -2.6% | -2.6% |
| 30D | -16.5% | -2.0% | -14.5% | -14.9% |
| 3M | -22.6% | -0.2% | -22.4% | -22.5% |
| 6M | -57.0% | +5.2% | -62.3% | -60.1% |
| YTD | -55.8% | +11.5% | -67.3% | -63.8% |
| All | -87.9% | +12.8% | -100.7% | -89.6% |
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