+46.9%
AIP vs SPY
+14.6%
+32.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.5% | -8.8% |
| 7D | -15.5% | -0.7% | -14.8% | -13.2% |
| 30D | -24.5% | -1.0% | -23.5% | -20.8% |
| 3M | -43.6% | -0.3% | -43.3% | -42.2% |
| 6M | -37.3% | +7.3% | -44.6% | -49.1% |
| YTD | +16.8% | +13.3% | +3.4% | -19.1% |
| 1Y | +46.9% | +14.8% | +32.1% | -0.4% |
| All | +46.9% | +14.6% | +32.3% | -0.4% |
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