+74.8%
AIR vs SPY
+19.4%
+55.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.9% | +4.2% |
| 7D | +5.0% | +0.5% | +4.5% | +4.0% |
| 30D | -8.6% | -0.9% | -7.7% | -7.2% |
| 3M | +14.0% | +3.9% | +10.1% | +6.7% |
| 6M | +20.5% | +14.5% | +5.9% | -5.9% |
| YTD | +57.9% | +12.9% | +45.0% | +25.6% |
| 1Y | +74.8% | +19.4% | +55.5% | +35.4% |
| All | +74.8% | +19.4% | +55.4% | +35.4% |
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