+1,938.4%
AIR vs SPY
+3,027.0%
-1,088.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.4% | +4.4% | +4.0% |
| 7D | +10.4% | +0.1% | +10.3% | +10.4% |
| 30D | +16.1% | -3.3% | +19.4% | +20.9% |
| 3M | -18.5% | -2.4% | -16.1% | -16.1% |
| 6M | -1.0% | +2.6% | -3.5% | -3.6% |
| YTD | +40.9% | +11.2% | +29.6% | +25.6% |
| 1Y | +41.5% | +13.4% | +28.1% | +23.6% |
| 3Y | +86.7% | +79.9% | +6.8% | -3.9% |
| 5Y | +199.6% | +72.2% | +127.4% | +60.7% |
| 10Y | +254.2% | +307.3% | -53.1% | -21.1% |
| All | +1,938.4% | +3,027.0% | -1,088.6% | +19.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling