-59.6%
AIRG vs SPY
+318.9%
-378.4%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.3% |
| 7D | +2.3% | -2.0% | +4.3% | +4.2% |
| 30D | +0.6% | -1.7% | +2.2% | +2.2% |
| 3M | -20.0% | +4.7% | -24.7% | -23.5% |
| 6M | +33.3% | +12.5% | +20.7% | +19.0% |
| YTD | +32.3% | +11.7% | +20.5% | +18.9% |
| 1Y | +28.9% | +17.5% | +11.4% | +10.2% |
| 3Y | +17.2% | +76.6% | -59.3% | -33.9% |
| 5Y | -60.7% | +82.0% | -142.7% | -78.7% |
| All | -59.6% | +318.9% | -378.4% | -95.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling