+66.8%
AIR vs SPY
+78.1%
-11.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.6% |
| 7D | -0.7% | +2.6% | -3.3% | -3.8% |
| 30D | +11.7% | -2.0% | +13.7% | +14.6% |
| 3M | -24.4% | -2.8% | -21.6% | -21.6% |
| 6M | +0.9% | +2.1% | -1.3% | -1.7% |
| YTD | +31.0% | +11.5% | +19.5% | +14.6% |
| 1Y | +35.4% | +13.5% | +21.9% | +16.2% |
| 3Y | +66.8% | +77.7% | -10.9% | -11.9% |
| All | +66.8% | +78.1% | -11.3% | -11.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling