+1,808.8%
AIR vs SPY
+2,954.7%
-1,145.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.2% |
| 7D | +8.9% | -2.7% | +11.6% | +12.4% |
| 30D | +9.6% | -5.4% | +15.0% | +16.9% |
| 3M | -25.4% | -4.1% | -21.3% | -21.8% |
| 6M | -8.0% | +0.7% | -8.7% | -8.7% |
| YTD | +31.9% | +8.7% | +23.2% | +20.8% |
| 1Y | +32.8% | +10.9% | +21.9% | +18.9% |
| 3Y | +75.1% | +75.0% | +0.1% | -7.0% |
| 5Y | +177.3% | +67.8% | +109.5% | +53.1% |
| 10Y | +252.4% | +312.9% | -60.4% | -22.6% |
| All | +1,808.8% | +2,954.7% | -1,145.9% | +14.8% |
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