+2,111.7%
AIR vs SPY
+3,091.8%
-980.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | -5.0% | +0.1% | -5.1% | -5.1% |
| 30D | -13.8% | +0.1% | -13.9% | -13.9% |
| 3M | +9.5% | +2.0% | +7.5% | +7.1% |
| 6M | +6.7% | +13.0% | -6.3% | -6.7% |
| YTD | +52.8% | +13.5% | +39.3% | +33.0% |
| 1Y | +64.1% | +20.0% | +44.1% | +34.3% |
| 3Y | +105.7% | +77.2% | +28.5% | +7.7% |
| 5Y | +275.2% | +81.9% | +193.3% | +88.6% |
| 10Y | +349.6% | +314.1% | +35.6% | -1.7% |
| All | +2,111.7% | +3,091.8% | -980.0% | +26.5% |
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